Corporate retirement plans
Investments
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Investment Markets
How to Help Participants Avoid These Target Date Fund Missteps
Target date funds (TDF) are in high demand these days. According to a recent Sway Research study, total TDF assets reached $3.5 trillion in 2023 — a record level. Moreover, mutual fund target dates began 2024 slightly ahead of collective investment trusts, holding $1.76…
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Investment Markets
What Is a Recession and What Does That Mean for the Markets?
As the seasons change and the days start to get chillier, market trends are calling for doom and gloom in the economy. Some argue that a recession is inevitable if not already here. What exactly does this mean and what should Americans do if in fact we are in a recession?
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Financial Planning
ERISA 3(38) Fiduciary Services
Most companies and organizations’ human resources departments and C-suites are seeking efficiencies and risk mitigation for their entities. For those, and a myriad of other, reasons 3(38) fiduciary discretionary investment management services are getting a closer look by plan…
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Financial Planning
Your Investment Policy Statement is Important to Us
The template Investment Policy Statement (IPS) MCF makes available to Clients is crafted by a team of ERISA attorneys and investment professionals. Throughout the years, our organization receives myriad versions of the template IPS as edited by a vast number of clients’…
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