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ERISA Attorneys have to provide real value for you

Fifteen years into running my own practice, I can say without hesitation—it was the right decision. Going out on my own as an ERISA attorney allowed me to focus on what truly matters: delivering value to clients, not inflating hours to feed a law firm’s b...

UnitedHealth settles for $69 million

When a $69 million settlement drops, it’s more than just a corporate write-off—it’s a signal flare in the murky world of fiduciary responsibility. UnitedHealth Group, one of the largest health care conglomerates in the country, has agreed to settle alle...

July finalizes another purchase

In the retirement plan industry, acquisitions aren’t just about numbers—they’re about narrati...

NRECA sued again

When a retirement plan sponsor repeatedly stumbles into the same pothole, it’s fair to ask wh...

Another Year, Another Reminder: Fees Still Matter – Especially for Small Plans

The just-released 25th Edition of the 401k Averages Book confirms what many of us on the fiduciary ...

The Village Idiot(s) of Oceanside: A Cautionary Tale from Facebook

When I first thought about Oceanside, I figured there was at least one village idiot—statisticall...

Josh Itzoe Launches Fiduciary U: A New Era in 401(k) Committee Education

Let me be honest: most fiduciary training out there is about as exciting as watching paint dry in a...

Forfeitures, Fiduciary Failures, and Cigna: Another Lesson in ERISA Risk

Another week, another Adams v. Goliath story in the world of ERISA litigation—and this time, Goli...

Workplace Retirement Plans: Participation Is Up, But So Is Financial Stress

Retirement plan participation is up, but don’t pop the champagne just yet. According to Morgan St...

DOL changes opinion letter program

The Department of Labor just announced that its Employee Benefits Security Administration (EBSA) is...