close

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 catches my attention: rising defaults don’t just affect participants, they test the backbone of a plan’s design, governance, and fiduciary discipline. As defaults increase,...

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 retreat, and I think it went pretty well. I gave a talk on fiduciary responsibility, what it means for the board, how it shapes every decision, and how duties extend beyond th...

Don’t Let AI Become Your Liability: Smart Steps for Plan Sponsors

AI can feel like magic—predicting outcomes, personalizing communications, streamlining ...

$46 Trillion and a Match to Be Reckoned With

When Pew reports that U.S. retirement assets crossed nearly $46 trillion in Q2 2025, itâ€...

$46 Trillion: A Milestone Wrapped in Responsibility

When total U.S. retirement assets hit a record $45.8 trillion in Q2 2025, it was headline...

When Even a Firm of Lawyers Is Accused of Mishandling Retirement Assets

It’s one thing for a corporate giant to be hit with fiduciary litigation—but quite an...

The Coming Shift in Catch-Up Contributions — What Plan Sponsors Need to Do Now

If you thought catch-up contributions were settled territory, think again. The IRS has no...

Retirement Plan Committees and the Ego Problem

Whenever I sit with a retirement plan committee, I can’t help but be reminded of my exp...

A New EBSA Era? Senate Confirms Aronowitz to Lead

Good news — the Senate has confirmed Daniel Aronowitz as Assistant Secretary of Labor, ...

Roth Catch-Up Regulations: What Plan Providers Must Do Now

The clock is ticking. Starting January 1, 2026, the world of catch-up contributions chang...