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Managing Defined Contribution Plan Investment Policy Statements

I recently wrote an article for JP Morgan about the fiduciary process for implementing investment policy statements . . . with particular emphasis on...

Navigating Retirement Risks

American workers are living longer. But a long life has its risks . . . especially the risk that retirement savings won’t last. Bruce...

Did you know…?

Little has been written about how a plan fiduciary should prudently select insurance companies and guaranteed retirement income for participants. There’s a DOL “safe...