What are the basic questions that fiduciaries of Employer Sponsored Retirement Plans should be asking?

Harmonizing rules and regs that meet a lower standard, a non-fiduciary one, does not provide improved or additional protection to investors

The Plan Sponsor's odyssey for designing and maintaining a retirement plan is an arduous one.

Lawmakers and the industry are anxious about passage of The SECURE Act

With retirement plan litigation settlements, the most telling detail and the true value to participants is in the nonmonetary terms.

Business Decisions are not necessarily Fiduciary Decisions

In a recent ERISA Class Action filing, the Southern District of NY Court certified a case against JPMorgan Chase

Employer Sponsors of Retirement Plans and plaintiff attorneys for ERISA Class Actions must have access to the same skill-sets

https://www.plansponsor.com/exclusives/focus-procedure-can-help-protect-fiduciary-errors/

Oftentimes, I advise various financial service participants on fintech. Sometimes, I consult with business advisory firms or other consul...