by Matthew Spay | Aug 31, 2017 | Blog
The scrutiny of fees within retirement plans has reached a fever pitch and shows no signs of abating. The endless stream of lawsuits accusing plan fiduciaries and service providers of charging excessive fees, of all types, has fostered a heighted sense of anxiety...
by Matthew Spay | Aug 29, 2017 | Blog
Recruiting, retaining and rewarding key employees are not just goals of the largest companies in America—they are important to all companies. That’s why, in today’s environment, no plan sponsor can have a truly meaningful conversation about its total rewards package...
by Matthew Spay | Aug 24, 2017 | Blog
More retirement plan sponsors are considering collective investment trusts (CITs), along with mutual funds and other investment vehicles, as part of their investment menus. As knowledge is growing about CITs (pooled investment funds designed exclusively for qualified...
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...
