401k Fiduciary Liability: 2026 Guide for Plan Sponsors

Did you know that ERISA class-action lawsuits nearly doubled in the first quarter of 2026 compared to the same period in previous years? With a 95%…
Transferring Fiduciary Liability: A Guide for Plan Sponsors

Your personal assets shouldn’t be the collateral for your company’s retirement plan compliance. For many plan sponsors, the constant fear of a…
Retirement Plan Compliance Outsourcing: The 2026 Guide to Fiduciary Relief

Most business owners don’t realize that signing a Form 5500 isn’t just a routine administrative task; it’s a personal legal pledge that puts their…
Fiduciary Delegation: Buying Guide for Plan Sponsors

What if the most effective way to protect your company from a Department of Labor audit wasn’t to work harder at compliance, but to legally hand the…
What is a Defined Contribution Plan? A 2026 Employer’s Guide to Retirement Strategy

Your retirement plan should be a cornerstone of your recruitment strategy, not a source of professional anxiety. While offering a defined…
7 Signs You Need a 3(16) Fiduciary: The 2026 Plan Sponsor Checklist

Most plan sponsors don’t realize that signing a Form 5500 is more than a routine clerical task. It is a personal assumption of legal liability that…
Employees as Retirement Plan Fiduciaries: Navigating Internal Roles and Risks

Would you intentionally ask your most dedicated managers to put their personal savings on the line for a corporate administrative task? For many…
ERISA 402(a) Named Fiduciary: Understanding the Ultimate Plan Authority in 2026

Your personal assets shouldn’t be the collateral for a clerical error in your company’s 401(k) plan. Under federal law, the individual designated as…
What is a 3(16) Fiduciary? A Guide to ERISA Plan Administration in 2026

If you are still signing your company’s Form 5500, you aren’t just managing a retirement plan; you’re personally carrying the legal weight of every…
2026 401k Plan Compliance Checklist: Reducing Your Fiduciary Liability

Your personal bank account is legally linked to your company’s retirement plan errors, a reality that turns every administrative oversight into a…

