Plan Investments

Fiduciary Hot Topics – Fall 2022
As the leaves are falling and the days get colder, developments within the retirement plan industry are heating up! Read on for a few important plan updates and trends shaping the 401(k) and 403(b) landscape this autumn. Plan Sponsors Get Three Additional Years to Adopt Some of the Amendments Required by The CARES Act and  Read More →
What is a Recession and What Does It Mean for Markets?
As the seasons change and the days get chillier, market trends are calling “doom and gloom” in the economy. Some argue that a recession is inevitable if not already here. What exactly does this mean and what should Americans do if, in fact, we are in a recession? What is a recession? Is the U.S.  Read More →
Is Participant Choice a “Get Out of ERISA Court Free Card”?
Finally, something everyone could agree on — at least on the Supreme Court of the United States. The question before the court in Hughes v. Northwestern University was the plausibility of a breach of fiduciary duty claim stated by current and former participants in two university retirement plans. SCOTUS ruled that the petitioners in the  Read More →

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