Is your firm’s current 401(k) plan truly delivering convenience, sophistication, and personalization to your legal professionals? Traditional plan designs and […]

Why Mid-Size Law Firms Need To Reimagine How They Recruit, Retain, Reward & Retire Top Talent. The legal industry is […]

Is Your Success Building an Unseen Tax Burden That Could Erode Your Wealth and Burden Your Heirs? High-earning lawyers and […]

This column discusses various strategies law firms can use to manage and support their lawyers, by moving beyond traditional 401(k) plan platforms and embracing the flexibility of self-directed brokerage accounts.

Even before the COVID 19 crisis, 401(k) menu construction best practices were ripe for a paradigm shift. Now, the realizations derived from our collective pandemic experience make evolution not only inevitable but critical.
As an industry, we must bring forth technological innovation, new investment management strategies and service

As published in the Journal of Pension Benefits Summer 2021 By Jeffery A. Acheson Jeffery A. Acheson, CPWA®, CFP®, CPFA, […]

The integration of goals-based planning driven by the tenants of behavioral finance, expanded asset class utilization, and sophisticated dynamic allocation algorithms within 401(k) Managed Accounts may well be the future of advice for those over age 50 with defined future income needs and/or larger account balances.

SDBAs have been panned, extolled, dismissed, and even regulatorily feared by different voices with varying perspectives from within the retirement plan industry. Some even consider them simply a necessary evil, while others see them as having untapped potential which is a perspective this column will explore.

On January 24, 2022, the US Supreme Court issued an opinion that will likely come to be viewed as a seminal moment in retirement plan menu construction, monitoring, and maintenance. Failure to understand its implications by plan sponsors, appointed oversight committees, and contracted plan advisors will invite fiduciary liability exposure