Key Takeaways The DOL’s proposed rule reshapes how fiduciaries evaluate all retirement plan investments, emphasizing a documented, process‑driven approach—not just alternative assets. The six‑factor “safe harbor” offers limited protection, not certainty. ...
Article Key Takeaways This article explains why private equity ownership and fiduciary duty are structurally incompatible and ...
Caryn Sanchez walks through our quarterly market commentary for the first quarter of 2026. You can listen to it here: Her full ...
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 ...
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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 ...
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 ...