Article Key Takeaways The DOL has issued a proposed regulation clarifying how ERISA fiduciaries may evaluate investments in defined contribution retirement plans, including alternative investments. Although alternative investments have never been prohibited ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
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 ...
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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 ...
Start the year informed! In this week’s Fiduciary Focus, Erik breaks down Vanguard’s latest economic and market outlook and what ...
Each year, our IDEA Committee works to serve as an authentic and proactive filter to assess policies, procedures, and programs ...
The Department of Labor (DOL) continues its efforts in support of employers facing ERISA breach of fiduciary duties litigation. ...