Fiduciary Governance
IRS Announces 2026 Contribution/Benefit Limits
The IRS announced 2026 dollar limits on benefits and contributions for qualified retirement plans.
The IRS announced 2026 dollar limits on benefits and contributions for qualified retirement plans.
Forfeiture Lawsuits A District Court in New York has dismissed another forfeiture lawsuit. The judge ruled that the plan ...
In this week’s video update, Erik previews findings from a two-year analysis of over 30 retirement plans. The data shows that ...
The Department of Labor just released its latest regulatory agenda—a key signal of what’s on the horizon for retirement plan ...
Last week, the President signed an executive order asking the Department of Labor to clarify its position on alternative ...
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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, ...
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 ...
At our company meeting this week, our team explored the growing impact of incentives on the retirement plan industry. While ...
Who really benefits from a fiduciary breach? This week, Erik reflects on insights gained from a recent conference with research ...