5 ERISA Fiduciary Duties Made Simple

Learn the 5 ERISA fiduciary duties every plan sponsor should understand, including loyalty, prudence, diversification, plan document compliance, and fee oversight.

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Fiduciary Responsibility Depends on These 3 Things

Learn how 401(k) fiduciary responsibility depends on clear accountability, defined responsibilities, and a repeatable decision-making process. Discover fiduciary best practices for stronger plan oversight.

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It’s Not About Alternatives: What the New 401(k) Rule Is Really Trying to Fix

At a recent conference, our team heard directly from Daniel Aronowitz, Assistant Secretary of Labor and head of the Employee Benefits Security Administration (EBSA).

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Navigating 2026 with Confidence: Q1 2026 Newsletter for Plan Sponsors

With the year underway, communicate efficiently with insights for the year ahead. This quarter’s plan sponsor newsletter highlights key 2026 updates and practical planning reminders to help you stay organized and informed.

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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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What Every Plan Sponsor Should Know for 2026

Plan sponsors, stay ahead of 2026 retirement plan updates. Learn key SECURE 2.0 changes, new Roth rules, eligibility shifts, and fiduciary trends plan sponsors need to know.

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2026 Compliance Calendar

Stay ahead of deadlines with help from our annual Compliance Calendar.

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Plan Sponsor Newsletter: Strengthening Fiduciary Leadership

From executive benefits to employee engagement and cybersecurity policies, this quarter’s newsletter focuses on effective strategies for plan sponsors.

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Is Your Retirement Plan Ready for Today’s Cybersecurity Threats?

Learn why cybersecurity is a fiduciary responsibility for retirement plan sponsors. Discover practical steps to help protect participant data and support compliance.

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