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2026 Is Coming — And It’s a Stress Test for Plan Sponsors

2025 has already been a roller coaster for plan sponsors—regulatory change, cybersecurity threats, shifting fiduciary standards. But—brace yourselves—2026 is going to test all the work you thought you had under control. Here’s how I see it, and wha...

New York’s State Retirement Plan — Here Comes Mandate (Brace Yourself)

Well, here’s a headline you didn’t see coming… or maybe you did, because this is exactly the kind of thing government loves to roll out quietly until everyone’s scrambling. New York is launching a mandatory state-retirement savings program this fall. ...

Another Big Fish in the 401(k) Pond

So, Creative Planning just bought SageView Advisory. Another week, another acquisition in the retir...

The $1,000 Boost and the 2026 Catch-Up Curveball

As we peer into the not-too-distant horizon of 2026, the forecasted changes to 401(k) contribution ...

No Harm, No Foul? Not Exactly: Lessons from the American Airlines ESG Case

By Ary Rosenbaum The ERISA world never runs out of courtroom drama, and the latest episode comes...

$2.1 Trillion of Forgotten Assets

Folks, here’s something that ought to wake up even the sleepiest retirement-plan consultant: ther...

When $17.5 Million Is the Real “Fiduciary Breach”

Another week, another headline from the ERISA litigation circus — this time it’s Jerry Schlicht...

$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’s easy to...

$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 news—an...

When Even a Firm of Lawyers Is Accused of Mishandling Retirement Assets

It’s one thing for a corporate giant to be hit with fiduciary litigation—but quite another when...