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Ideas & Insights

 




Article

Equifax data breach

Data breaches are unsettling to individuals and businesses. Avoid panic by understanding what happened, what it means and what you can do.



Weekly Market Commentary

Market gains likely despite hurricanes

Markets are poised for a week of gains despite the lingering damage from Harvey and Irma. Solid underlying economic fundamentals continue.

  • Brusuelas, Joe
  • |



Weekly Market Commentary

Harvey's aftermath and the impact on the economy

Focus will be on estimates of damage and lost economic activity in Houston and elsewhere following the catastrophe along the Gulf Coast.

  • Brusuelas, Joe
  • |






Weekly Market Commentary

Week ahead: Market melt up likely to continue

Following another strong U.S. jobs report, equity markets will likely continue to melt up this week on the back of a solid economy.

  • Brusuelas, Joe
  • |

Video

Indemnify fiduciaries

This video clip examines the personal liability retirement plan fiduciaries assume and why plan sponsors should indemnify them.


Video

Conduct fiduciary education

This video clip examines the importance of fiduciary education and resources that can be utilized for training and education programs.


Video

Hire an independent consultant

This video clip examines why hiring an entity to handle retirement plan fiduciary responsibilities can reduce liability.



Video

Implement prudent procedures

This video clip examines how ERISA defines prudence, the procedural prudence process and the importance of implementation.


Video

Know if you are a fiduciary

This video clip examines what a plan fiduciary is, how to limit fiduciary liability; and proposed DOL fiduciary rules.


Video

Understand your fees

This video clip examines participant fee disclosures, fee levelization and the importance of understanding your plan's cost.