When a retirement plan error surfaces, the first reaction is almost always the same: finger-pointing. The sponsor looks to the advisor. The advisor looks to the TPA. The TPA looks to the recordkeeper. And somewhere in the background, everyone is quietly hopin...
Most plan sponsors genuinely want to do the right thing. They offer a retirement plan because they care about employees, want to help people save, and believe they are acting responsibly. That instinct is admirable—but under ERISA, it is not a defense. F...
Providers often believe that being helpful will protect them if something goes wrong. It ...
There is no denying it: sponsors are tired. SECURE 2.0 arrived in waves, and many employe...
Most providers don’t stumble into fiduciary exposure intentionally. They do it by tryin...
Plan sponsors are often surprised to learn that when their advisor, TPA, and recordkeeper...
Today’s industry news isn’t just another personnel announcement. When Fred Reish, a l...
the experience. Corporate Insight’s latest 2025 DC Plan Participant Website Experience ...
Every retirement plan provider now talks about AI, personalization, and “smart” tools...
If there’s one thing retirement plan sponsors learn quickly, it’s that “settled law...
