Dan Notto, ERISA Strategist, discusses fiduciary standards for state and local government retirement plans and compares them to the relevant statutes outlined in ERISA.
Our latest data and analysis further validate a glide path approach in which equity risk assets reach a low point at or near retirement and remain at that level through retirement.
This bulletin, written by ERISA Strategist Dan Notto, discusses the Tax Cuts and Jobs Act as it relates to retirement plans.
Dan Notto discusses a draft of the Tax Cuts and Jobs Act passed by the Senate Finance Committee on November 16, as it relates to retirement plans.
ERISA Strategist Dan Notto breaks down the Tax Cuts and Jobs Act, discussing how this draft tax reform bill could impact retirement plans.
Implications from our 2018 Long-Term Capital Market Assumptions
Implications from our 2017 Long-Term Capital Market Assumptions
More seniors, reliant on "online platform" jobs, incomes more volatile.
Averages can mislead in retirement plans how to move beyond them