In this week’s update, Erik breaks down two major developments that highlight the increasing influence of private equity in the retirement plan space: (1) a private equity-owned consulting firm is entering its second ownership cycle, and (2) a major ...
In our Fiduciary Focus this week, Erik shares insights from a recent due diligence visit with a national managed account ...
The latest GDP data revealed that the U.S. economy shrank in Q1. The primary driver behind this contraction was the heavy net ...
In this week's update, Erik delves into the significant market movements and their implications for retirement plan sponsors. ...
The Supreme Court has clarified pleading standards for ERISA prohibited transaction claims with its ruling favoring plaintiffs in ...
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In recent years, the influence of politics has permeated nearly every aspect of our lives, from the beverages we choose to drink ...
In the recent case of Utah v. Micone, No. 2:23-CV-016-Z (N.D. Tex. Feb. 14, 2025), the U.S. District Court for the Northern ...
A Federal judge in the Northern District of Texas has ruled in favor of the plaintiffs in the ESG-focused case Spence v. American ...
UnitedHealth Group (UHG) has agreed to a $69 million settlement to end the case of Snyder v. UnitedHealth Group. The settlement ...
Each year, our DEI Committee works to serve as an authentic and proactive filter to assess policies, procedures, and programs ...
The IRS announced 2025 dollar limits on benefits and contributions for qualified retirement plans.