DOL’s Investigation sends a clear message to Plan Sponsors.  Strong direction on the topic of Cybersecurity came from the 7th US Circuit Court of Appeals recently.  The court ruled ...

Convergence of Wealth and Retirement is gaining momentum.  The recently held Fourth Annual Broker/Dealer Roundtable and Think Tank had something for everyone! Not surprising was the interest on the ...

How to Avoid Lawsuits is a hot topic these days – for Plan Sponsors and Retirement Plan Advisors alike.  Most plan sponsors do not fully comprehend exactly for what ...

A Benefits Redesign might be what your company needs!  Financial stress is a big concern for employers.  Inflation is on the rise, and many Americans are dealing with financial ...

Remote worker risk has too much of an impact to ignore.  Remote worker risk can arise in the form of personal setbacks, financial loss, and mental anguish from severe ...

Fee litigation costs are following suit of many employer expenses.  401(k) plan fee litigation costs are rising, and employers may have to foot a hefty portion of the cost ...

Fiduciary liability insurance premiums are rising while coverage is getting increasingly more difficult to purchase.  Retirement plan committees and sponsors who got renewals for their 2021 fiduciary liability insurance ...

401k plan fiduciary liability insurance protection is worthy of consideration for Retirement Committee members.  As an example, 401k plan fiduciary liability coverage is not included within an Errors and ...

401k Retirement Committee Members Fiduciary Protection 401k retirement committee members need fiduciary liability insurance protection.  However, 401k retirement committee members do not automatically receive fiduciary liability insurance protection included ...

401k Fiduciary Liability Insurance Protection for Retirement Committee Members 401k fiduciary liability insurance protection is not automatically included within an Errors and Omissions Policy.  In most cases, 401k fiduciary ...