A Soul Search for Successful Outcomes FOR WELL OVER A DECADE, Chris Roper has helped people from all walks of life plan and save for retirement. But something changed in 2019. For the first time, Roper, a Partner and Plan Success Consultant with Overland Park, Kansas-based Qualified Plan Advisors, took an eye-opening trip through Southeast […]
Week-in-Review: Week ending in 02.25.22
Despite global markets initially selling off on the news that Russia was invading Ukraine, domestic equities were able to recover their losses sustained at the beginning of the week, and even posted a solid week in the green.
Week-in-Review: Week ending in 02.18.22
Equity markets around the globe deepened their year-to-date losses as tensions between Russia and Ukraine heightened throughout the week.
Week-in-Review: Week ending in 02.11.22
US Markets lost the ground they gained last week after inflation came in hotter expected and tensions between Russia and Ukraine escalated.
Advisor Managed Accounts: The Instructions for a Successful Retirement
Everyone wants to have a successful retirement, but people are often unsure about how to start saving.
Week-in-Review: Week ending in 02.04.22
US Markets recovered some of their losses sustained at the beginning of the year this week but remain in the red year to date.
Qualified Plan Advisors: February 2022 Advocate Newsletter
In January, the United States Supreme Court issued its much-anticipated ruling in a retirement plan expense lawsuit. The Hughes v. Northwestern University opinion did not necessarily break new ground. However, it may have further stabilized the grounds on which courts across the country will consider motions to dismiss. Plan fiduciaries will be well-served to understand the potential implications.
Week-in-Review: Week ending in 01.28.22
US Markets were finally able to post a positive week in some areas but are still deeply in the red year to date. International equities were still negative on the week and the year thus far.
The Supreme Court Rules Retirement Fee Lawsuit
This morning, the United States Supreme Court issued its widely anticipated ruling in Hughes v. Northwestern University, which involves retirement plan participants’ allegations of needlessly expensive investment options and excessive recordkeeping fees.
Week-in-Review: Week ending in 01.21.22
Even with US Markets closed on Monday for Martin Luther King Jr. Day, global equities continued their steady selloff throughout the week.