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.

Recent Blog Posts

Distinguishing Market Noise From Genuine Plan Problems: A Framework for Business Owners

Retirement

August 27, 2026

When markets are volatile, every alert, chart, and employee question can appear to demand a plan-level response.

How Often Should Your Investment Committee Actually Meet?

Retirement

August 27, 2026

At mid-year, many business owners can see the difference between the committee calendar they intended to keep and the calendar that happened.

Stocks steady as hotter PCE keeps rates in focus while Wall Street waits on Nvidia

Personal Investor

August 26, 2026

U.S. equities finished nearly flat after a choppy session as July’s PCE inflation ran a touch hotter than forecasts, nudging Treasury yields higher and keeping rate sensitivity front and center; traders largely kept risk tight ahead of Nvidia’s after-hours report, leaving the S&P 500 hovering near record territory.

Tech-led rebound lifts Wall Street as oil slides and yields ease

Personal Investor

August 26, 2026

U.S. stocks closed higher after a tech-led rebound, with cheaper oil and a dip in Treasury yields helping steady risk appetite ahead of a closely watched Nvidia update.