ERISA
How Efficiency Shapes 401k Plan Administration
The promise of automation glitters like a golden ticket, but it’s not without its shadows.
2025 Reader Survey: Are ERISA Fiduciaries Drowning in Rules or Dreaming of Robots?
So, reams of respondents spilled their guts: compliance is king, tech’s your knight, and referrals rule revenue (which make them your queen, but who plays the pawn in this game of fiduciary chess?).
Will SECURE 3.0 Juice Up CITs, Or Just Pour Old Wine In A New Bottle?
Picture your 401k plan sponsor sipping coffee, smugly nodding at their CIT lineup—those low-fee darlings have been strutting their stuff in Defined Contribution land for years. So why all the buzz about SECURE 3.0 and CITs? If 401k already has them, what’s Congress cooking up now? Is this a game-changer or just legislative déjà vu? […] Read Full Article
How SECURE 3.0 Could Reshape the 401k Fiduciary Regulatory Landscape—and Why That’s a Good Thing
The blend of traditional and modern retirement plan types could evolve further with SECURE 3.0.
Will Extending Tax Cuts Cost Retirement Savers?
Ironically, while some see lowering the savings limit as politically palatable because it impacts only a small segment of the population, that same fact reduces the effect of such a policy shift.
Most Likely Immediate Trump Changes To Fiduciary & ERISA Plans
As long as the fiduciary ball remains in the Executive Branch’s court, it’s easy to predict what will happen. That doesn’t mean, however, that we won’t see some surprises coming from the Legislative Branch.
How Johnson v. Parker-Hannifin Impacts Professional Fiduciaries And 401k Plan Sponsors
What’s one way 401k plan sponsors can ensure they establish a due diligence framework that can best reduce their fiduciary liability?
Exclusive Interview: Marcia Wagner Expands On Retirement Plan Financial Planning White Paper
I do not underestimate the ability of the plaintiff’s bar to come up with novel and clever arguments, but for the reasons set forth in the white paper I do not believe that they can construct a viable theory.
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