Spotlights

Thought-provoking topics & themes influencing today's financial decisions

Menu Design Matters

With additional fiduciary scrutiny and an increase in litigation, it's more important than ever to offer a retirement plan menu that meets the needs of all participants. To be confident in their plan decisions, we believe plan sponsors should design their investment menu based on participant …

Optimizing Your Cash With a BDIA

Institutions are quickly realizing that this is not the same world it once was - and it's never been more important to develop their cash management strategies.

Shedding Some Light on CITs

Early Collective Investment Trust Funds (CITs) were pools of securities, traded manually, and typically valued only once a quarter. Today, there is growing concern over how 401(k) plans are structured and the costs involved. Here we look at some of the myths these investment products still carry …

The QDIA Decision

The QDIA Decision, written in collaboration with Fred Reish and Bruce Ashton, will assist fiduciaries in choosing a suitable type of QDIA (Qualified Default Investment Alternative), as well as an appropriate investment strategy fit, thus fulfilling their obligation under ERISA guidelines for the …


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