Fiduciary Hot Topics – Fall 2021
Bitcoin: Coming to a 401(k) Plan Near You?
Get cozy and settle in as we ‘spill the tea’ on the latest retirement plan updates. From ESG fund usage and class-action lawsuit chatter to Social Security and retirement reforms, there has been plenty of recent activity in the retirement plan landscape. New Department of Labor Regulations Will Greenlight the Use of ESG Funds in Read More →
If You are Going to Exclude Active Funds from Your Retirement Plan Investment Lineup, Have Darn Good Reasons
Our previous report on Bitcoin (BTC), and the conclusions therefrom, remain relevant today. In short, the prudence in adding Bitcoin to a retirement plan is questionable, at best. Click here and read through our previous post discussing cryptocurrency and its supporting technology. Greater media coverage has caused BTC interest to grow exponentially, as has its Read More →
The tidal surge of funds flowing from actively managed funds into passive funds reached a tipping point in 2019, when Morningstar preliminary data indicated that passive U.S. equity assets would surpass active equity assets for the first time. This inflection point was widely anticipated. Over the prior decade, active domestic equity funds leaked $1.3 trillion Read More →