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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...

Qualified Plan Advisors: April Newsletter

Qualified Plan Fiduciary Summit Preview: Fiduciaries and Participants in a New Normal We’ve learned a lot about retirement plan participants and fiduciaries over the last year. The upcoming April 21st Qualified Plan Fiduciary Summit presents an opportunity for...

What a Year It Has Been

I woke up this morning to a series of articles “celebrating” a momentous one-year anniversary. On March 23, 2020, the S&P 500 reached its mid-COVID-19 pandemic bottom. A year later, there are a lot of numbers to celebrate. For example, the S&P 500...