Fiduciary Issues
Accessing Participant Data – Another Lawsuit
Institutions,Plan Sponsors,Opinions
February 17, 2020
Here is our commentary regarding the latest class action complaint filed against Shell Oil.
Participant Data – Plan Asset vs. Participant Asset
Institutions,Plan Sponsors,Opinions
November 17, 2019
Here we comment on the recent lawsuits of Vanderbilt and Northwestern regarding participant data.
iGPS – A Distribution Solution for Asset Managers
Institutions,Plan Sponsors,Opinions
February 9, 2019
iGPS can give new life to asset managers and recordkeepers as the optimum QDIA solution between a target date fund and a managed account.