The Economy U.S. economic growth slowed in the fourth quarter. Real gross domestic product (GDP) increased at an annualized rate of 0.5% in Q4, down from 4.4% in the prior quarter. Growth was supported by higher consumer spending and investment, but those ...
Article Key Takeaways Recordkeepers now operate as platforms, not just service providers. They control most participant ...
We are excited to share that for the fourth year in a row, six of our advisors have been included on the PLANADVISER Top ...
Article Key Takeaways The DOL has issued a proposed regulation clarifying how ERISA fiduciaries may evaluate investments in ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
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A Texas federal court has officially vacated the Department of Labor’s fiduciary rule, returning us to the original five-part ...
Retirement plans are stepping back into the deregulated marketplace — and the risks deserve more attention. This week, we ...
The retirement plan provider landscape has shifted. Recordkeepers are no longer just administrators—they’re expanding into ...
A new trend in ERISA litigation is focusing on voluntary benefits offered to employees, such as medical, vision, and dental. Both ...
Quarterly Market Commentary Caryn Sanchez walks through our quarterly market commentary for the fourth quarter of 2025. You can ...
At the end of last year, the DOL filed amicus (friend of the court) briefs in two ERISA breach of fiduciary duty cases. In both ...