Labor Day Special Edition – The Story of Ford, Studebaker and Tesla Labor Day – Special Edition – The Pension Story of Ford, Studebaker, and Tesla.  This seems an ...

Switching your advisor might be what your plan participants need!  Nearly half of 401(k) plan sponsors are considering replacing their incumbent service providers.  Switching your advisor seems pretty popular ...

Just when law firms thought it was safe to fish in the freshly-chummed waters of ERISA Fiduciary lawsuits – large or small, one U.S. District Judge has capsized the ...

Retirement Plan participants seem to be a highly sought-after-lot when it comes to qualified retirement plans.  Everybody ‘wants them’.  If you are a plan fiduciary keep in mind that ...

In case you missed it – Governor Ron DeSantis recently announced intent to support legislative actions against the use of the environmental, social, and corporate governance (ESG) factors within ...

I enjoy watching a good spaghetti-western, which normally includes an un-even “dust-up” somewhere in the middle.  In these shows the under-represented side normally wins!  The under-represented is what motivates ...

401(k) education and advice remain high on the list of employer benefits.  Employers recognize that they must offer a robust, competitive 401(k) plan to attract and retain high-quality talent.  ...

401(k) Plan Sponsors need help!  They need Fiduciary Guidance from their financial advisor.  Plan sponsors welcome input and oversight from financial advisors, especially when it comes to investment management ...

Financially stressed employees create a drain on an employer’s resources.  When an employer is strapped with a cadre of financially stressed employees – performance suffers.  This can occur at ...

Retirement plan participant activity during 2021 may surprise you.  Despite the ongoing financial and economic challenges related to the Covid-19 pandemic, retirement plan participant activity in defined contribution (DC) ...