The Department of Labor just released its latest regulatory agenda—a key signal of what’s on the horizon for retirement plan sponsors. Erik shares insights on what to expect, especially around ESG investing and fiduciary duty rules.
Last week, the President signed an executive order asking the Department of Labor to clarify its position on alternative ...
Public sector retirement plans are often complex by nature—multiple providers, varied investment menus, and administrative ...
President Trump signed an executive order on August 7 supporting the use of alternative investments such as private equity and ...
Plaintiffs in the Aldi retirement plan case are now challenging not just the use of forfeitures to offset employer contributions, ...
Sign-up to receive our blog posts straight to your inbox.
As a retirement plan sponsor, your fiduciary responsibilities under ERISA are clear: act in the best interests of your ...
In another blow to frivolous lawsuits focused on the use of plan forfeitures, the Department of Labor (DOL) filed an amicus brief ...
A new area of class action litigation is on the rise - general account fixed annuity products used as cash alternatives in ...
When it comes to managing a retirement plan, most fiduciaries focus on visible fees—recordkeeping, investment management, and ...
At our company meeting this week, our team explored the growing impact of incentives on the retirement plan industry. While ...