Excessive fee lawsuits now are a common occurrence throughout the financial industry. Every week you can hear about a major university or company pension plan being sued by the participants. However, the one thing that keeps on surprising us is the stubbornness of the plan sponsors to understand during the committee meetings that their duty of loyalty is to the employees, not to the company.
The new ability to add clients is most simply thought of as a way to organize your portfolios. It is for combining all of the client’s portfolios with their questionnaire results. The advantage of being...Read More
Summary: Massive study by Larkspur-RiXtrema uncovers deficiencies and shows opportunities. On this podcast you will find out about this historic study. We undertook first of a kind research study by looking at 52,529 qualified plan...Read More
One of the biggest incentives for plan sponsors to seek a fiduciary to assist with their retirement plan is to share the burden of providing sound advice to all participants enrolled in the plan. Since...Read More
Beyond Meat has had a wild first month of public trading, rising over 500% from the IPO price before a few analysts urged caution to those expecting incredible financial results. But as soon as the...Read More