A Texas federal court has officially vacated the Department of Labor’s fiduciary rule, returning us to the original five-part test written in 1975. In this week’s update, Erik explains why this matters for retirement plan sponsors, including a critical ...
Retirement plans are stepping back into the deregulated marketplace — and the risks deserve more attention. This week, we ...
A new trend in ERISA litigation is focusing on voluntary benefits offered to employees, such as medical, vision, and dental. 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 ...
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The Department of Labor (DOL) continues its efforts in support of employers facing ERISA breach of fiduciary duties litigation. ...
The House of Representatives has passed a bill that includes a provision allowing 403(b) plans to include collective investment ...
Multnomah Group is proud to announce that we have been recognized as one of the 2025 Best Places to Work in Money Management by ...
The landscape of ERISA litigation is evolving. With the introduction of the ERISA Litigation Reform Act, plan sponsors may soon ...
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 ...