The OCIO Movement: The Growth (or Rebirth?) of Discretionary Investment Fiduciaries

The term “outsourced chief investment officer” or OCIO has come into vogue over the past decade, and the rise of OCIOs and 3(38) investment managers reflects a larger trend of the growth of fully discretionary investment services. This column examines the evolution of fiduciary investment discretion in general and the OCIO movement in particular. Read full article…

The Progress and Future of PEP Construction and Regulation

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The pandemic has delayed construction of pooled employer plans (PEPs) by at least a few months,...

Proud to Be an American

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When I was fresh out of the Marines in the 1990s, I thought President Clinton should resign...

The DOLs Request for Information on PEPs and MEPs

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The DOL released its RFI on PEP and MEP prohibited transactions on 6/17/20. This article provides...

To Absent Friends

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Monday is a special day. For one thing, it is the eighth anniversary of the Department of Labor’s...

Press Release: Pete Swisher and Waypoint Fiduciary

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February 13, 2020 Pete Swisher, one of the retirement industry’s most respected voices, announced...