22.08.2025 09.32 CDT
The President directs DOL to reconsider its position on alternative assets in DC plans.
Doors to Swing Open for Alternative Investments
The President directs DOL to reconsider its position on alternative assets in DC plans.
Private equity and crypto investments may soon be coming to a plan near you.
05.06.2025 10.08 CDT
Congress and regulators ease plan corrections. This is welcome relief.
Expanded Self-Correction Options: A New Era of Flexibility
Congress and regulators ease plan corrections. This is welcome relief.
Congress and regulators ease plan corrections. This is welcome relief.
29.04.2025 09.40 CDT
The Supreme Court interprets ERISA to allow fiduciary claims to proceed based solely on allegations that a transaction occurs between a plan and a party in interest for goods or services, and places the burden on plan fiduciaries to prove that the fees paid are reasonable.
Tide of ERISA Litigation to Continue
A new Supreme Court ruling may further open the door to ERISA fiduciary claims.
Supreme Court decision simplifies allegations needed for plaintiffs’ claims of fiduciary misconduct to proceed.
28.01.2025 01.57 CST
A federal court in Texas has ruled that American Airlines breached its duty of loyalty under ERISA by failing to respond to activities undertaken by a plan investment manager (BlackRock) supporting ESG initiatives. The court was unable to find a breach of prudence—rather it relied solely on the obligation of “loyalty.”
Spence v. American Airlines: Expanding the Playing Field for Fiduciary Liability?
A new ruling of fiduciary liability could cause fiduciaries to further examine firewalls between corporate policy and retirement plan management.
Federal court seeks to make ESG initiatives (even) riskier.
06.01.2025 12.00 CST
Some trends that might affect retirement plans under Trump 2.0.
The incoming administration has not articulated a benefits agenda. However, there are certain trends we can anticipate over the next few years.