Institutional Consulting

March 18, 2015

The Many Flavors of Defined Benefit Plan Derisking

Despite another strong year in 2014 for equity markets, the funded ratio of defined benefit pension plans declined due to…

March 16, 2015

Feature Article: The Future of Fiduciaries

In December, Moneta Group Institutional Consultants Jake Winegrad and Sean Duggan were featured in Missouri Business Magazine with an article…

March 13, 2015

Understanding Qualified Retirement Plans

Last week we talked about non-qualified retirement plans, but this week we would like to discuss the other alternative—qualified retirement…

March 4, 2015

Understanding Non-Qualified Retirement Plans

During the month of March, this blog will focus on an area of expertise that many of you may not…

March 10, 2014

Fiduciary Duty – What does it mean to you?

As a Moneta Group client, you have heard on many occasions that we are your “fiduciary” and that we act…