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The quote above is from a recently trending “phrases of the 80’s” hashtag (#) on Twitter that made me chuckle. Like many others, this expression belongs in the annals of history as one you’ll probably never hear again. As a teen of the 80’s, I spent many of my formative years hanging out at the […]

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When defined contribution plan participants seek guidance or personalized advice related to their deferrals and investment options, they are counting on their employers to ensure the accountability and trustworthiness of the individuals providing it. After all, plan participants do not select those professionals themselves. Under the previous administration, the Department of Labor issued the Fiduciary […]

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A Math Problem

February 27, 2017

Author Name By Troy Brown

Without revealing or claiming an ideology, I will admit I get most of my news from watching and reading sources that are largely contrary to my leanings. Whether it’s the hypocrisy of one side blaming the other for all of the country’s ills or the 24-hour sound-bite society we all live in, the result is […]

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Many see compliance as a necessary evil to appease regulators and meet standards set forth by the law. It is no doubt an annoyance to those whose sole focus is to do their job quickly instead of carefully. Compliance takes time, and time is money. It is also not a direct revenue generator, so many […]

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In the days before I became a reclusive home exerciser, I rolled into the YMCA every morning at 5:30AM. Without going into the unflattering details, anyone that makes public exercise a part of their daily routine can attest to the various gym personalities you are likely to encounter that early in the morning. However, despite […]

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The Bogdahn Group is Now AndCo Consulting

January 9, 2017

Author Name By Mike Welker

As The Bogdahn Group, we have always endeavored to place our clients first, without exception or caveat. We take our role as an independent institutional consulting firm and plan fiduciary very seriously, and we believe this approach and philosophy adds real value to our clients. To ensure that the client always comes first in the […]

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Speed Racer & Smart Beta: What’s in a Name?

November 2, 2016

Author Name By Troy Brown

To say I am a big fan of Speed Racer might be an understatement. When I was a kid, we got out of school at 3:15 and I would run home every day to catch Speed Racer at 3:30 on UHF (we only had five channels back then). Speed and his extended family traveled the […]

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Like many new products or services in various industries, when something “fresh” comes to the market with the promise of being a “better” solution, many consumers rush to embrace it before truly understanding its nuances. Within the world of investment consulting, that relatively new service has been generically branded as the outsourced chief investment officer […]

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Back in the days when there were actually paper “boys” delivering the news rather than mobile phone alerts, I was in the trenches. Now, a 10-year-old with a little pocket money meant two things in my world. First, there was always a healthy bounty of junk food and full-sugar soda, along with the not-so-healthy waistline […]

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There is a long-held premise that sponsors of public 457(b) and 401(a) plans should neither worry about the defined contribution world’s legal and regulatory environment, nor must they closely monitor their “discretionary” or “voluntary” plan offerings. Specifically, as the line of reasoning goes, since government DC plans are not directly subject to the laws outlined […]

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