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The $1,000 Boost and the 2026 Catch-Up Curveball

As we peer into the not-too-distant horizon of 2026, the forecasted changes to 401(k) contribution rules demand the attention of every plan sponsor, fiduciary, and serious saver. These aren’t cosmetic tweaks — they represent structural shifts. Ignore them...

No Harm, No Foul? Not Exactly: Lessons from the American Airlines ESG Case

By Ary Rosenbaum The ERISA world never runs out of courtroom drama, and the latest episode comes courtesy of Seidman v. American Airlines. The court ruled that while the plaintiffs may have alleged fiduciary breaches tied to ESG (environmental, social, and...

The Merged Assets Mess: Why Reconciliation and 5500 Accuracy Matter More Than Ever

By Ary Rosenbaum, Esq. Mergers are great when you’re talking about chocolate and pea...

ERISA Basics 101: Puerto Rico, Vesting Schedules, and Other Unforgettable Lessons

By Ary Rosenbaum, Esq. When you work as an ERISA attorney for TPAs for nearly a decade...

The $23 Lesson: Why Keeping Quiet Taught Me Who Really Knew Nothing

When I was younger, I didn’t say much. I figured keeping quiet was the best way to avoi...

The Hill Worth Dying On

On a client call the other day, we were knee-deep in the usual chaos that comes with tran...

$2.1 Trillion of Forgotten Assets

Folks, here’s something that ought to wake up even the sleepiest retirement-plan consul...

When $17.5 Million Is the Real “Fiduciary Breach”

Another week, another headline from the ERISA litigation circus — this time it’s Jerr...

When Default Rates Spike — Don’t Let Your Plan Be the Next Headline

We’ve all kept an eye on default rates creeping upward lately. But here’s what catche...

Fiduciary Duties, Board Retreats, and a Lesson from Sunrise Highway

Serving as counsel to a private school board, I had the chance to join their recent retre...