Fees Insights

Proactive Financial Leadership: Q2 2026 Newsletter

Anticipating the needs of your workforce will only happen if you truly work to understand your employees’ long-term goals.

Every 0.01% Impacts Participant Outcomes

401(k) benchmarking helps plan sponsors manage plan fees, meet fiduciary responsibilities, and improve retirement outcomes.

Litigation Updates for Retirement Plan Committees

Stay current on 2026 retirement plan litigation updates. Learn key ERISA rulings, fiduciary process expectations, ESG cases, and what committees should watch.
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The Importance of Fiduciary Training for Retirement Plan Committees

One of the most important ways for a company to minimize fiduciary risk is to provide fiduciary training for retirement plan committee members.

Planning Opportunities Within the New Tax Bill

It appears the new tax bill, named the Tax Cuts and Job Act, may be signed into law before year-end.  Assuming this is the case, there are some planning opportunities to take advantage of both this year and beyond.