Documenting Your Process: Why What You Did Matters as Much as What Happened

Good retirement-plan governance involves more than reaching a decision. It also involves showing how the committee reached it. 

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Recent Blog Posts

The PULSE: Global Economic and Market Insights: January 23, 2025

Personal Investor
January 23, 2025

Today, January 23, 2025, the economic and market landscape is marked by pivotal developments across sectors and regions, shaping investor sentiment and policy decisions. Here's an in-depth look at the latest updates:

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The Decline in Household Savings: A Pressing Nationwide Concern

Savings
January 23, 2025

Over the past five years, American households have grappled with a significant and urgent decline in their savings, which demands immediate attention.

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The PULSE: Global Economic and Market Update: January 22, 2025

Personal Investor
January 22, 2025

The global economic and financial landscape today is marked by pivotal developments spanning technology, trade policy, investment trends, and market dynamics. Here's an in-depth look at key stories shaping the markets:

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Midday Market Roundup: Top Financial Stories as of Noon, January 22, 2025

Personal Investor
January 22, 2025

As the financial world continues to deliver headline-grabbing developments, January 22, 2025, has been no exception. Here are the most significant stories making waves today:

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New Year, New Retirement Strategies: Maximizing Contributions and Rethinking Timelines

Personal Investor
January 22, 2025

As we welcome a new year, it's a perfect time to reassess financial goals and adjust retirement strategies. 

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The PULSE: January 21, 2025: Global Economic and Market Update

Personal Investor
January 21, 2025

The global financial markets experienced heightened volatility as U.S. President Donald Trump unveiled plans to impose 25% tariffs on imports from Canada and Mexico

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