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Insights

Building an annual investment committee agenda: What to review and when
October 29, 2026
Read time: 5 minutes Key takeaways A useful committee agenda pairs regular investment monitoring with time...
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Board turnover and fiduciary continuity: How governing bodies can prepare for leadership changes
September 23, 2026
Key takeaways: Board and committee turnover can disrupt institutional knowledge, but planning ahead can help new members...
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Keeping auto-enrollment effective: Why plan sponsors should look beyond the default
August 11, 2026
Read time: 5 minutes Key takeaways Auto-enrollment remains a positive workplace retirement plan design feature because...
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When is it time for an RFP? Evaluating your retirement plan in the marketplace
July 27, 2026
Ongoing evaluation is a key part of a prudent retirement plan oversight process. Plan sponsors need to understand whether...
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Beyond benchmarking: Rethinking what “reasonable” retirement plan fees really mean
May 19, 2026
Read time: 5 minutes Fee benchmarking has become a standard part of retirement plan oversight. Annual reviews, peer...
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Beyond financial wellness: What moves retirement readiness
April 29, 2026
Read time: 5 minutes Financial wellness has become a standard feature of many employer-sponsored retirement plans. Offerings have...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#182

Activating your true potential: A conversation with Heroic’s CEO

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October 15, 2026
#181

You’re ready to start giving while you’re living

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September 24, 2026
#180

You’re ready to protect what you’ve built

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September 17, 2026
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