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Fred Reish Monthly Insights

Keep informed on the latest proposals and regulations, and their impact on plan sponsors, participants, and your practice.

New SEC Guidance Expands Access to CITs in PEPS
See how this could impact your clients that are self-employed or in a partnership.
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Defined Contribution Insights

Educate plan sponsors on the latest trends and regulations that impact defined contribution plans.

Small Plans-Big Opportunities
For small businesses without retirement plans, they may be required to enroll in a state sponsored retirement plan. There are alternatives that could offer significant advantages.
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Fiduciary Resources

Access tools designed to help financial professionals and plan sponsors understand and fulfill their fiduciary responsibilities.

The Fiduciary Duty to Prudently Select and Monitor a Plan’s Investments
Fred Reish reviews how a recent Supreme Court ruling will impact retirement plans
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Participant Education

Equip participants with timely, easy-to-understand content to help them invest better and live comfortably.

Fasten Your Seatbelts
Volatility is an ever-present part of investing.
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Fred Reish is not affiliated with Hartford Funds.

Generational Alchemy

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Focus Funds for Retirement Plans

fi-360 Fiduciary Score Report

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The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

Hartford Funds refers to HFD, Lattice, and HFMC, which are currently not affiliated with any sub-adviser or ALPS.

On June 3, 2026, The Hartford Insurance Group, Inc. (“The Hartford”) and Wellington announced that they had reached a definitive agreement under which Wellington Investment Advisors Holdings, LLP, Wellington’s corporate parent, will acquire Hartford Funds. Upon closing Hartford Funds will be integrated into Wellington’s U.S. Wealth business. The deal is expected to close in the first quarter of 2027, subject to regulatory and fund approvals. Upon closing, Hartford Funds would become an affiliate of Wellington. For more information, click here.

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