Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a music review or some other surprise. So keep checking in. We'll always at least have a monthly update but, as certain issues or topics arise, you'll probably hear from us a little more frequently than that. We’re glad to have you reading along.
The Conundrum About Data
Raise your hand if you hate the phrase "a slippery slope" when making an argument against doing something? Ok, maybe a blog isn't the best medium to ask for a show of hands but I am going to go out on a limb and assume I can't be alone...
Read MoreFiduciary Training? In this Pandemic?
Apologies to the very funny comedian Gary Gulman for tweaking his bit and taking it for my own but as I read an article earlier this morning his tagline was all that was running through my head. Changes within a company obviously can...
Read More"You Got a Friend in Me": Partnering Up to Make Your Life Easier
As the proverbial year from hell begins to draw to a close plenty of negative headlines still dominate the headlines but there finally appear to be some signs of hope out on the horizon.
Read MoreRetirement Confidence
If we could just take a minute and rewind in our minds back only a few months (although it might feel like decades) to January of this very year. At that time the Employee Benefit Research Institute (EBRI) conducted their annual...
Read MorePlan Design-ing the Perfect Participant
When I first started working with company retirement plans a little over 15 years ago the prevailing approach from most business owners/committee members was a very hands off one. The thinking was that it was their job to put together...
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Happiness is .............
Happiness is…………… You may remember a time in the near (or maybe distant) past, where there were a series of cartoons that started off with the statement, “happiness is”, and they were...
Read MoreFiduciary Duties
Blog for Plan Sponsors Fiduciary Duty #1 Fiduciary Duty #2 Fiduciary Duty #3 Fiduciary Duty #4 Fiduciary Duty #5 Fiduciary Duty #6 Fiduciary Duty #7 Fiduciary Duty #8 Fiduciary Duty #9 Fiduciary Duty #10 Fiduciary Duty #11 Fiduciary...
Read MoreEthics and Investing: How Much Do We Care?
A couple of years ago I said that I was going to keep a blog on here and rather quickly got the feeling that it was the equivalent of shouting into the abyss, I could definitely hear it but I wasn't sure anybody else could (or maybe...
Read MoreThe Next Wave of Automation
In the world of retirement plans, one of the longest running and most used buzz words is inertia. Newtown would tell us that it means something at rest will stay at rest and something in motion will stay in motion, unless an opposite...
Read MoreNo Further Delays
At the beginning of this week the U.S. Dept. of Labor announced that it would not seek to further delay the effective date of the oft talked about new fiduciary rule. A few days later there was an article on planadviser.com with a...
Read MoreFirst Landing Financial App
In an attempt to stay on the (probably not so) cutting edge of technology, your friends at First Landing Financial have created an app that you can now download to your favorite mobile device! Please take a look and see all of the...
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