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 ...
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Who really benefits from a fiduciary breach? This week, Erik reflects on insights gained from a recent conference with research ...
The Department of Labor (DOL) is reviewing its position on ESG investing and whether cryptocurrency is an appropriate investment ...
The U.S. defined contribution retirement system is massive, estimated at $12.4 trillion at the close of 2024. While not all plans ...
The White House is considering a directive to expand 401(k) plan access to private equity investments. This move, bypassing the ...
In this week’s update, Erik breaks down two major developments that highlight the increasing influence of private equity in the ...
It is with great pride that we share with you that our manager research analyst, Rebecca Dobson, has officially earned the ...