The decision to use an advice provider or managed account provider involves fiduciary responsibility in the prudent selection,...

The US economy continues to grow at slow but steady pace. As of June, the expansion entered its ninth year, making it the third longest...

US Economy Since the February, 2017 FOMC meeting the labor market continued to strengthen and economic activity continued to expand at...

The U.S. economy is poised for stronger growth, higher corporate profits, improving wages, and inflation returning to normal levels. The...

By Nancy Mar, Ph.D., Linda Ruiz-Zaiko, Ivan Troufanov In 2015, data flash storage company Pure Storage decided to go public. But a...

The economic data releases of personal consumption, auto sales, personal income, and home prices during May were generally positive. The...

The impact of the Brexit vote on June 23, 2016 is expected to lead to weaker global growth and apply pressure on Central Banks to keep...

The markets were adversely impacted with heightened volatility during this quarter.  Fears of a global recession slammed the markets hard...

Much to the chagrin of traditional economists and financial academics, the pristine mathematical models used to describe the movements in...

Collective Investment Trusts (CIT) are being increasingly offered by more investment managers.

US Federal Reserve On December 16, 2015 the Federal Reserve raised the Fed Funds rate target range to 0.25% - 0.50%. The low interest...

This article focuses on Defined Contribution (DC) plans such as 401(k) and ERISA-covered 403(b) plans. The most recent round of...

This article addresses some of the best practices in benchmarking 403(b) plans as a guide for plan sponsors. Periodic benchmarking of...

US Federal Reserve At the September 17, 2015 FOMC meeting, the Fed left rates unchanged after the much anticipated rate hike that the...

Every plan sponsor wants to provide a well-managed, competitive employee benefits and retirement plan that delivers a secure retirement...

By Ivan Troufanov and Linda Ruiz-Zaiko The accumulation of cash offshore, coupled with the volatility of currency markets, make...

It is a good fiduciary practice to conduct a periodic review of the DC plan service provider to ensure that the participant assets are...

Outlook The outlook for 2015 is for good economic growth ranging from 2.5% - 3.0%, low inflation at 1.5%, and for the unemployment rate...

Selecting a service provider for a 401(k), 403(b), or 457 retirement plan is one of the most crucial decisions that an employer and plan...

Selecting and effectively monitoring defined contribution plan service providers is an essential fiduciary duty of the plan sponsor which...