Winning the Electric Vehicle Race

Funny advertising; serious undertones In the past month, we’ve seen several newsworthy and economically impactful events including a volatility shock due to a squeeze on short-selling, a change in the White House, and expanded progress against the coronavirus.  Each of these stories received a well-deserved...

HSAs are the Ultimate Retirement Account

A Health Savings Account (HSA) is a tax-advantaged savings account available for those who are enrolled in a high-deductible health insurance plan (HDHP). High deductible plans have become more popular in the employer marketplace so has offering HSAs. An HSA provides a tax incentive to motivate individuals...

Disrupting the Financial Services Conversation

Webinar: Diversity in Financial Services

For the last couple of years, Westminster Consulting has focused our financial wellbeing and literacy efforts on the underserved. The individuals that may not have access to the financial services community are coming to work stressed over their finances and it is a problem for companies. This financial stress is exacerbated in communities of color. This was a problem in 2019. We have yet to see how much worse it has gotten in 2020. On this webinar, we will not only be speaking about culture change at some of the New York area's most established financial services firms, but we will talk about what allyship means in changing the conversation to serve the people who really need financial help in our workplaces.

ESG Investing After the DOL Rule on "Financial Factors in Selecting Plan Investments"

In the fall of 2020, the Department of Labor passed a rule that put ESG funds back into the spotlight when used in an ERISA governed retirement plan. Given the importance of the issue and the desire for clarity on behalf of ERISA practitioners, Federated Hermes Responsible Investing Office and Calvert Institute for Responsible Investing collaborated with two leading academic experts in fiduciary law to provide an unbiased interpretation of the rule.

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Promoting a Culture of Fiduciary Responsibility

Westminster Consulting is committed to promoting a culture of fiduciary responsibility. We provide comprehensive fiduciary and investment advice to plan sponsors and investment fiduciaries. We provide them with the information, tools and confidence to better navigate the demanding and changing regulatory landscape around qualified plans.