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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...

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, it...

$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...