For decades, the U.S. retirement system, particularly defined contribution plans like 401(k)s, has relied on a carefully constructed framework of investor protections and fiduciary standards designed to protect everyday workers from complexity, conflicts, and ...
Article Key Takeaways The DOL’s proposed investment selection rule applies to all retirement plan investments—not just ...
Article Key Takeaways: Professional Capture in Retirement Plan Consulting Professional capture occurs when a retirement plan ...
Key Takeaways The DOL’s proposed rule reshapes how fiduciaries evaluate all retirement plan investments, emphasizing a ...
Article Key Takeaways This article explains why private equity ownership and fiduciary duty are structurally incompatible and ...
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Article Key Takeaways Recordkeepers now operate as platforms, not just service providers. They control most participant ...
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 new trend in ERISA litigation is focusing on voluntary benefits offered to employees, such as medical, vision, and dental. Both ...
At the end of last year, the DOL filed amicus (friend of the court) briefs in two ERISA breach of fiduciary duty cases. In both ...
Each year, our IDEA Committee works to serve as an authentic and proactive filter to assess policies, procedures, and programs ...