Mark Dixon and Susan Shoemaker

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Mark Dixon and Susan Shoemaker are Partners of Plante Moran Financial Advisors. Mark leads the Institutional Investment Consulting practice, and Susan leads the Qualified Plans practice.

CEOs Must Monitor Their Company’s Retirement Plans or Take Responsibility for...

A recent Supreme Court ruling making it easier for retirement plan participants to sue organizations acting as plan sponsors should alert CEOs to scrutinize retirement plan investments on a regular basis.
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New Poll: CEOs Find Challenges In Using Customer Data To Drive Innovation

Ability to harness and sort through data for meaningful insights remains a hurdle, many say. “The key is...finding what is actually relevant.”

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CEO CONFIDENCE INDEX

CEO Confidence Falls To Decade Low, But Few Predict Recession

Chief Executive’s June survey of 278 U.S. CEOs shows leading confidence indicator now at 5.5/10, the lowest reading in nearly a decade. Majority forecasts worsening conditions in the year ahead, though not a recession.