SECURE Act Update

January 2020

On December 20, 2019, President Trump signed appropriations legislation that included the Setting Every Community Up for Retirement Enhancement (SECURE) Act. In this commentary, we provide detail on the highlights of the new legislation.

Evaluating Retirement Income in a Defined Contribution Plan

October 2019

As a defined contribution (DC) plan sponsor and fiduciary, you want to do right by all employees. You’re driven to increase participation rates and help participants save and grow assets, to keep plan costs reasonable, and to ensure continued access to appropriate investment options. But what about helping participants understand how to manage and spend their assets in retirement?

Why We Think Independence Matters

May 2019

For over 40 years, we’ve served our clients by delivering independent, unbiased advice. We believe that an independent firm, one with no outside influences or pressures to sell or provide secondary services, is one that serves clients’ best interests. With the wave of mergers and acquisitions in the investment consulting industry, we wanted to reaffirm to our clients what it means to be independent and why we think that’s important.

Viewpoint | A Framework for Endowments and Foundations in a Low-Return Environment

October 2018

How can foundations and endowments navigate a low-return environment given lower expected returns?

Viewpoint | Ellwood’s Recap of the 2017 HFMA ANI Conference

July 2017

Read our key highlights from this year's Healthcare Financial Management Association Annual National Institute, including HFMA's leadership address and Fitch Ratings Rating Agency Update.

Viewpoint | Goals-Based Investing: Unlocking Value for Investors and Advisors

June 2017

Goals-based investing has emerged as an attractive alternative to traditional investing. Read our latest Viewpoint to understand how advisors have employed this approach to help build a more sustainable and scalable business.