Every few years, someone declares revenue sharing “dead.” And every few years, it stubbornly survives. Revenue sharing is still legal. It’s still widely used. And yes, it’s still dangerous—especially for plan providers who don’t explain it well. ...
Plan providers love to say, “We’re not the fiduciary.” And in many cases, that’s true. But here’s the uncomfortable reality: silence can still get you pulled into a lawsuit. I’ve seen it happen more times than I can count. A provider spots a pr...
For years, plan providers survived on a simple premise: do solid work, keep clients happy, and the ...
Every plan sponsor committee has one. The loudest person in the room. The one with the strongest...
When a retirement plan error surfaces, the first reaction is almost always the same: finger-pointin...
Providers often believe that being helpful will protect them if something goes wrong. It feels intu...
There is no denying it: sponsors are tired. SECURE 2.0 arrived in waves, and many employers are ove...
Most providers don’t stumble into fiduciary exposure intentionally. They do it by trying to be he...
The retirement industry loves the phrase best practices. It sounds proactive, responsible, and prof...
There is no such thing as a perfect plan sponsor. Anyone who tells you otherwise is either selling ...
