Archives: 2023

What Every Retirement Plan Fiduciary Needs to Know

Presented by Bolton Investment Hear from retirement plan industry experts on best practices for effective retirement plan governance, including:Simple rules for complex plan governanceHow to identify and address plan service provider conflicts of interestUpgrading your provider’s contract a…Continued

Health Plans Must Submit Gag Clause Attestations by Dec. 31, 2023

On Feb. 23, 2023, the Departments of Labor, Health and Human Services and the Treasury (Departments) issued FAQs on the prohibition of gag clauses under the transparency provisions of the Consolidated Appropriations Act, 2021 (CAA). These FAQs require health plans and health insurance issuers to su…Continued

Economic, Markets, & Policy Forum

Presented by Bolton Investment With an everchanging landscape, from rising interest rates and high inflation, the lasting impact of COVID-19, and the implementation of SECURE 2.0, how should employers examine risks and plan for the years to come? Join Bolton for this three-part lunch seminar to lea…Continued

Interest Rates Remain Too Interesting

Written for Bolton by Anirban Basu, Sage Policy GroupIn March 2022, the Federal Reserve began an assault on excess inflation by ramping interest rates higher. Within a year, the benchmark rate set by America’s central bank climbed by 4.5 percentage points, the most rapid pace of rate hikes in more …Continued