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Is Your 401k Fiduciary Compliance A Solid Defense Or A Dangerous Illusion?
Recent court rulings suggest ‘methodical management’ may trigger liability. Is your 401k fiduciary compliance a solid defense or illusion?
How Cunningham v. Cornell Exposes the Illusion of 401k Plan Fiduciary Compliance
Cunningham v. Cornell is testing whether traditional 401k fiduciary compliance truly protects plan sponsors. Courts and regulators are probing governance gaps, personal liability, and participant harm more aggressively than ever.
What Do 401k Plan Sponsors Need To Watch Out For In 2026?
ERISA litigation enters a new aggressive phase in 2026. Are you falling into the top governance pitfalls plan sponsors must avoid?
Top Governance Pitfalls Plan Sponsors Must Avoid in 2026 Amid Record ERISA Lawsuits
Fiduciary litigation did not let up in 2025, and 2026 is seeing even more refined theories targeting 401k plans. Plan sponsors must look beyond procedural checklists to avoid the top governance pitfalls that trigger personal liability and erode participant savings.
Is Your Cafeteria Plan Ready For A Trump Account Upgrade?
Trump Account upgrades could solve recruiting woes via child IRAs—but will they risk new fiduciary liability. Is it worth the wrestle?
Could Employer Matching On Trump Accounts Become The Next Fiduciary Recruiting Perk (And Liability)?
With contributions via employer programs not beginning until July 4, 2026 (IRS Notice 2025-68), sponsors who move quickly have a compressed window to design, test, and communicate the benefit. That compression creates both opportunity and risk.
Do You See Anything Wrong With This Headline?
The $955 retirement savings headline ignited nationwide fear. But does it clarify the problem—or dangerously distort it?
What The $955 Retirement Savings Headline Gets Wrong (And Why Fiduciaries Should Care)
The $955 retirement savings headline sparked national alarm, but fiduciaries must look beyond shock value to understand what the data truly reveals and how to respond.
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The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.