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