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September Advocate Newsletter

Growth in Managed Accounts Reflects Growing Desire for Customization The time is right to focus on an emerging trend that directly impacts participants. The last few months, we wrote about cybersecurity, litigation, and more litigation. Those issues certainly impact...

Qualified Plan Advisors: July Advocate Newsletter

United States Supreme Court to Hear Excessive Fee Case We have experienced a fair amount of retirement plan litigation over the last decade. The litigation pace picked up during the COVID-19 pandemic and shows no signs of slowing down. That pace could accelerate, in...

Qualified Plan Advisors: June Advocate Newsletter

Lessons from 401(k) Litigation During the Pandemic In many ways, the world came to a halt when the COVID-19 pandemic hit. Retirement plan sponsors and fiduciaries should be aware that this certainly was not the case for plaintiffs’ firms. In the context of...

Reimagining Financial Wellness in a New Normal

Much of the talk about financial security tends to focus on long-term investing and accumulating sufficient wealth to retire comfortably. But the pandemic has shown us that when a current financial crisis must be navigated, simply having a well-funded retirement...

Qualified Plan Advisors: May Advocate Newsletter

The DOL Issues Important Cybersecurity Guidance The Department of Labor (DOL) has issued a helpful, practical, and very detailed set of guidance aimed at the many cybersecurity risks present in today’s retirement plan industry. Although much of the guidance...