401(k) and other participant-directed defined contribution (DC) plans must have a QDIA (Qualified Default Investment Alternative.) This...

It is nice having an attorney on staff at OCIO Monitor. Thomas Donahoe is a New York attorney and offers the following observations...

OCIOs must play the hand their client dealt. But client circumstances vary widely and affect hand quality. Some OCIOs get to play...

Benefits Magazine recently published my article detailing practical steps plan sponsors should follow when adopting the OCIO model. Most...