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Excessive Fee Rebound

  • February 28, 2023
The avalanche of law suits filed against ERISA plan fiduciaries over the last decade may finally be subsiding. The subject went all the way to the…
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Plan Economics: Fees & Expenses of Employer Sponsored ERISA Retirement Plans

  • September 29, 2022
Introduction Fiduciaries of Employer Sponsored ERISA Retirement Plans (“Plans”) have the duty to act in the best interest of Plan participants and…
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Excessive Fee Litigations: Reckless Allegations

  • August 23, 2022
Excessive fee litigation against retirement plan fiduciaries and service providers has grown from a one-off event into a cottage industry….
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Dos and Don’ts of Managing Investors Cash

  • August 10, 2022
During these historical and unpredictable market conditions, the issue of safety has become paramount and investor attention turns to safety….
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The Cost of Quality in Financial Services

  • August 1, 2022
There is little question about the desirability of high quality in products and services. On the other hand, there is very little consensus on the…
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Bridging Those Market Valleys

  • March 2, 2022
What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two…
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The Target Date Replacement

  • March 2, 2022
What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two…
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The Best Way to Make Your Retirement Funds Work for You

  • February 23, 2022
What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two…
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Capturing Your Fair Share of Stock Markets

  • February 23, 2022
What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two…
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Always Having Cash When You Need It

  • February 23, 2022
What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two…
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