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,...
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...
AI can feel like magic—predicting outcomes, personalizing communications, streamlining ...
When Pew reports that U.S. retirement assets crossed nearly $46 trillion in Q2 2025, itâ€...
When total U.S. retirement assets hit a record $45.8 trillion in Q2 2025, it was headline...
It’s one thing for a corporate giant to be hit with fiduciary litigation—but quite an...
If you thought catch-up contributions were settled territory, think again. The IRS has no...
Whenever I sit with a retirement plan committee, I can’t help but be reminded of my exp...
Good news — the Senate has confirmed Daniel Aronowitz as Assistant Secretary of Labor, ...
The clock is ticking. Starting January 1, 2026, the world of catch-up contributions chang...
