by Matthew Spay | Aug 22, 2017 | Blog
Millennials are the largest demographic cohort in the nation, U.S Census Bureau data shows. And up to 80 percent are already saving in their employer-sponsored retirement plans, according to a 2015 report from Bank of America Merrill Lynch.The newest generation of...
by Matthew Spay | Aug 17, 2017 | Blog
In recent years, there has been a substantial increase in litigation involving retirement plans that have invested in the stock of their sponsoring company. The only definitive way for plan fiduciaries to avoid liability with respect to plan investments in employer...
by Matthew Spay | Aug 15, 2017 | Blog
So much of the financial wellness conversation to date has focused on the potential health care cost mitigation of adopting organizations.A more effective angle, however, may come in the form of the company’s increased ability to recruit, retain, and allow a happier...
by Matthew Spay | Aug 10, 2017 | Blog
For the client who may be concerned about fiduciary compliance, a fee policy statement may give comfort. Like all other fiduciary actions, the value of this statement is a function of how well it is written (not too loose nor too tight) and how consistently a plan...
by Matthew Spay | Aug 8, 2017 | Blog
We are now in the eighth year of an equity bull market, making this the second-longest upswing in American history.¹ Additionally, the bond market has been in a secular bull market since 1982 as rates on the 10-year treasury fell steadily from above 14 percent to...
