By Kevin McDevittRetirement planning has evolved significantly over the past decade. While 2026 may not feel like it was long ago, major legislative updates and inflation adjustments have reshaped how 401(k) plans operate over the last decade. Understanding these...
Market Data as of Week Ending: 1/23/2026 unless noted otherwise U.S. equities declined overall during the holiday-shortened week, though markets recovered much of the losses by week’s end. The S&P 500 experienced its largest single-day drop since October after...
Market Data as of Week Ending: 1/16/2026 unless noted otherwise U.S. equities were mixed last week as earnings season kicked off with several big banks reporting fourth-quarter results. Expected earnings growth for Q4 2025 was lowered to 8.2% and if realized, the...
Market Data as of Week Ending: 1/9/2026 unless noted otherwise U.S. equities rose last week, overcoming heightened geopolitical tensions as most major indices closed at record highs. With an estimated 8.3% growth rate for Q4 2025, the S&P 500 is on track to...
Sending You Warm Holiday Wishes With the holiday season approaching, we want to take a moment to share our heartfelt appreciation for the opportunity to support your organization and its meaningful mission. Your commitment to helping others prepare for and navigate...
For the last 30 years or so, the retirement industry at large has done a good job at hiding or complicating fees so that only the savviest of investors have a chance at finding them. In recent years, government regulations have been approved in an attempt to bring...
In one of my favorite episodes of the classic television series, M*A*S*H* a sleep-deprived Hawkeye Pierce, desperately seeking to find out what caused the start of the Korean War, dictates a telegram in the middle of the night to President Truman with a simple...
To understand the question of how to apply revenue sharing in a 401(k) plan, first we must examine what revenue sharing really is, what form it takes and how it is commonly applied. In short, revenue sharing typically takes the form of basis points (bps) built...