Keeping you informed
We help you stay informed on major public policies and political developments in Washington as well as items specific to retirement plans
Our Washington D.C. office publishes weekly updates and special reports that explain and interpret significant policy developments coming out of Washington.
- Reviews of Congressional and regulatory proposals
- Explanations of key provisions and issues
- Implications of policy changes
- Reviews of matters at the SEC and other key financial regulatory agencies
- Other banking or market-related matters
Quarterly newsletter which addresses important retirement plan issues, such as:
- Retirement plan best practices
- Legislative changes
- Technical updates
- Recent court decisions
Quarterly whitepapers which address important topics for fiduciaries, such as:
- ERISA Plan Fees and Expenses
- Fee Disclosure Rules
- Best practices for plans that allow participant investment direction