Learn about the distinction between settlor and non-settlor expenses under ERISA, the proper use of participant forfeitures, and steps plan fiduciaries should take to ensure plan assets are used appropriately when paying plan expenses.
Category: White Papers
Managed Accounts: Weighing Cost and Customization
Learn about the rise of managed accounts as a QDIA and understand the difference between target date funds and professionally managed accounts.
Could this be the Financial Panic of 2023?
Investor’s Outlook April 2023. Written by Edward McIlveen, CFA (Chief Investment Officer of Francis LLC). Welcome to this quarter’s edition of Investor’s Outlook. In this issue we look at the recent banking scare caused by the failure of Silicon Valley Bank and address some of today’s most pressing questions: Could this turn into a full-blown… Continue reading Could this be the Financial Panic of 2023?
The Second War on Inflation
Fed Chair Jay Powell endorsed “inflation targeting” and loose monetary policy in September 2020 but has since discarded that script, now seeking to assure the public the Fed is committed to bringing the surge in inflation under control.
Plan Recordkeeping to get More Expensive
Joe Topp examines the pressure on recordkeeping organizations to find new sources of revenue and the impact on Plan Sponsors.
Custom Target Retirement Date Strategies
Are custom retirement date strategies better than off-the-shelf solutions?
Plan Sponsor Best Practices for Managed Accounts
To help with this decision, plan sponsors may consider offering managed accounts. When does this offering make sense?
Due Diligence Process for Managed Accounts
From fees to data privacy, learn what you need to know about the managed accounts due diligence process.
