Erik Daley @erikbdaley
Making employer retirement plans more efficient and effective multnomahgroup.com Portland, OR Joined August 2009-
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Huge differences in db vs. dc access in the private sector vs. public sector asppa.org/news/us-retire…
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I am fascinated to see this in practice. Cautiously optimistic planadviser.com/slam-dunk-401k…
Ouch. The judge in the Barrick Gold case writes that the court... “need not accept ‘[t]hreadbare recitals of the elements of a cause of action [that are] supported by mere conclusory statements.’” napa-net.org/news-info/dail…
Great work from the CFA Institute on Greenwashing and challenges with ESG disclosures rpc.cfainstitute.org/en/research/re…
There aren't the votes to pass this, but the ESG / ERISA battle rages on napa-net.org/news-info/dail…
Despite efforts to shop for a sympathetic Magistrate, Federal Court Backs DOL is ESG fight napa-net.org/news-info/dail…
The Fed is still working on inflation. There is no increase this period, but potentially more increases on the horizon.
I'm not optimistic the UAW will get this back, but there are significant benefits in delivering retirement benefits through pension plans. plansponsor.com/is-the-uaws-de…
Understanding ALL of the provisions of fixed accounts and stable value investments is critical. Liquidity can matter (a lot) napa-net.org/news-info/dail…
IMHO... the most critical case impacting retirement plans today. napa-net.org/news-info/dail…
DOL sends rule to OMB for scoring psca.org/news/new-fiduc…
I should no longer be surprised by these types of surveys, but I am. asppa.org/news/americans…
DOL continues to be at the center of big-time political fights. plansponsor.com/republicans-ch…
I appreciate that there are firmly held opinions on this topic. Still, I see this debate as taking away from real legislation and enforcement that could materially improve the private retirement system. napa-net.org/news-info/dail…
It pays to avoid litigation for as long as possible. There are now judges who have seen so many copy cat cases, they can conclude that these suits lack merit. napa-net.org/news-info/dail…
Be wary of those who oppose regulating conflicts of interest. napa-net.org/news-info/dail…
I thought this case was crazy, and I'm happy to see it fall apart. napa-net.org/news-info/dail…
Interesting to see this case settle over what is an active vs. passive question. napa-net.org/news-info/dail…
Stable-value products are grossly misunderstood. This piece explains the exchange for longer duration and the need for exit restrictions. However, exit restrictions are precisely why you should be doubly careful in selecting a stable value option. stablevalue.org/stable-value-e…
Maybe lack of retirement income in defined contribution plans isn't a problem... discuss asppa.org/news/current-r…
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