Alternatives to Using Target Date Funds as QDIAs

Nov 3, 2020 11:01:35 AM

This practice note discusses the alternatives to use of target date funds (TDF) as a qualified default investment...

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The Skeptics of Social Security: What Millennials Can Do Now to Save for Retirement

Aug 12, 2020 5:27:59 PM


It’s no wonder projections show Social Security funds will be nearly drained by 2034 — the system was never designed to...

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Social Security Alone Isn't Enough for Retirement

Jul 30, 2020 9:39:49 PM

For the first time this year, Social Security benefits began to exceed the program’s cost. With burdening unemployment...

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Are Independent Financial Advisors Risking Extinction?

Jul 6, 2020 9:00:00 AM

A difficult time is forecasted for the financial advisor who focuses on retirement plans. We’ve seen and talked for a...

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Private Equity in Your 401(k) Portfolio? It’s a Bad Idea

Jun 29, 2020 9:00:00 AM

As a 3(38) investment fiduciary who speaks with employees and gauges their understanding of their account holdings, it is...

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