If you want to stay out of DOL trouble, here’s what I’d tell you over a drink,no legalese, just practical advice. 1. Cybersecurity is a fiduciary issue. The DOL is digging deep into cybersecurity practices, going well past HIPAA compliance. Having an â...
When it comes to retirement plan regulations, the only constant is change—and the Roth catch-up requirement under SECURE 2.0 has been a rollercoaster. The IRS and Treasury finally issued their final regulations, and plan sponsors can breathe, somewhat, know...
If you’re a plan sponsor, here’s what I’d tell you about the growing conversation a...
Let’s cut through the marketing fluff and look at what the 2025 T. Rowe Price Defined C...
Plan sponsors aren’t hiring advisors so they can get fancy PowerPoints or attendance at...
When I was a kid, there was an ad about EF Hutton brokers. The line was simple: “When E...
To steal a joke from Chris Rock, when I worked at a TPA as the lead ERISA attorney, I use...
The beauty of social media is that everyone has an opinion. The negative part of social m...
The Department of Labor (DOL) has released its Spring 2025 regulatory agenda, and for tho...
Chalk up another win for plan fiduciaries in the ongoing wave of forfeiture reallocation ...
