What is a Defined Benefit Pension Plan? A 2026 Employer’s Guide

What if you could provide a guaranteed retirement income that acts as a fortress for your key employees while shielding your business with…
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…
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…
Cash Balance Plan Administration: A Guide to Fiduciary Compliance in 2026

As of 2026, cash balance plans outnumber traditional defined benefit plans by nearly two to one, yet the legal weight of these hybrid vehicles has…

