by Matthew Spay | May 23, 2017 | Blog
The qualitative review of a mutual fund helps support the quantitative analysis within the Scorecard System™ by providing color and insight into the portfolio and the investment performance. The qualitative review process is structured in its approach and...
by Matthew Spay | May 18, 2017 | Blog
The thought of moving from one service provider to another may be intimidating and overwhelming. It doesn’t have to be. If you work with an experienced conversion team, the process should be seamless.If a plan sponsor is unhappy with its current provider’s services...
by Matthew Spay | May 16, 2017 | Blog
The Internal Revenue Service (IRS) allows distributions to be excluded from income if they are rolled over to an eligible retirement plan or Individual Retirement Account (IRA) within 60 days. Revenue Procedure 2016-47 offers additional guidance, as well as a...
by Matthew Spay | May 11, 2017 | Blog
I began my investment career in 1995 as an Equity Analyst at AIM Investments and later managed the Invesco Large Cap Growth fund for 12 years. During that time I had exposure to and was judged by many investment scoring systems. I always had questions about their...
by Matthew Spay | May 9, 2017 | Blog
A summary plan description (SPD) describes the key provisions of an employer’s retirement plan and participant rights. SPDs must be disseminated to newly eligible participants within 120 days after a new plan is established or within 90 days after a participant...
