Alpha & Omega Blog
When it comes to talking about the latest issues and events in retirement plan services, we’re not the retiring type. Browse our blogs to read what we have to say about hot topics, emerging trends and other items of interest in the retirement planning industry.
SEI – A Brief History of U.S. Economic Crises
SEI Knowledge Center – Throughout its history, the U.S. has experienced many economic and financial crises. Read why it’s important to stay focused on your investing goals…
SEI – Attempting to Avoid a Recession: Fortune or Folly?
SEI Knowledge Center – When a recession looms on the horizon, it’s only natural for investors to attempt to avoid losses. Yet, history suggests it’s mostly folly. Find out why…
SEI – Q2 2019 Investment Review
After a big dip in May, both U.S. and global equity markets rebounded nicely, with the S&P Index setting a record high. Learn more in this short video….
SEI – Q1 2019 Investment Review
Q1 2019 rebounded sharply from Q4 2018, producing double-digit gains in the S&P 500 and MSCI ACWI Indexes. Get the details in this short video…
Committee Welcome Packet
When someone agrees to serve on a retirement plan investment committee, a “Committee Welcome Packet” can educate them about their roles, responsibilities and liabilities…
Benefits of Choosing an AIF Designee (2017)
Accredited Investment Fiduciaries (AIFs) are certified for their ability to follow a fiduciary process with their clients’ BEST INTERESTS at heart. Learn what makes them different from….
What You Need to Know About Fiduciary Responsibility
Acting as a fiduciary carries many duties, responsibilities and personal liability. Learn what you need to know to perform your job at a high level while avoiding putting yourself at risk for legal action…
Best Practices for Investment Committees
Thinking about starting an investment committee? Looking to improve the performance of your existing committee? Check out these best practices from the Plan Sponsor Education Series…