Insights to Empower Your Financial Journey

The combination of high costs, valuation risk, and a general lack of transparency have kept private investments on the sideline to date - they just haven't been able to clear the prudent investment bar. Loosening regulations likely won't change that without some significant changes in the private equity product space, which won't change overnight. With retirement plan litigation on the rise, why would a fiduciary take the risk on this when they don't have to?

While fee rates may be declining, overall expenses have been steadily increasing in 401(k) plans.

When it comes to selecting the ideal retirement plan for your employees, it's essential to explore all available options. Beginning in...

In my experience, plan fiduciaries often assert “facts” about plan services that simply aren’t representative of the investment services...