As plan sponsors consider and implement provider changes with an eye toward the new blueprint provided by the 403(b) regulations, they may encounter some unexpected obstacles in bringing...
From its beginning in 1792, commissions for trading on the New York Stock Exchange were enormous, and fixed to a Byzantine rate card of quantities, rates, and values....
One of the most daunting—and yet most essential—duties a plan sponsor has is to ensure that the firms chosen to provide support and service to your plan are...
We all have them: those front-line experiences that are -inevitable when one deals with the variety—and sensitivity—of issues associated with human beings and critical life events. Sometimes those...
I've been experimenting recently with Twitter and, based on the uptick in Âfollowers, it looks like many of you have as well. I recently asked readers if they...
As a Managing Partner at Mayflower Advisors in Boston, Steven Dimitriou is passionate about independence and flexibility across all aspects of his business, including vendor selection, plan design,...