401k Fiduciary Liability: 2026 Guide for Plan Sponsors
July 31, 2026
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
July 30, 2026
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
July 28, 2026
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
July 27, 2026
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…
7 Signs You Need a 3(16) Fiduciary: The 2026 Plan Sponsor Checklist
July 25, 2026
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
July 22, 2026
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
July 21, 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…
Retirement Plan Compliance Mistakes Employers Make: The 2026 Fiduciary Guide
July 20, 2026
More than 80% of financial advisors now view 3(16) fiduciary outsourcing as a best practice, yet fewer than half of retirement plans have actually…
Comprehensive Form 5500 Filing Service: Transferring Your Fiduciary Liability in 2026
July 14, 2026
The signature on your Form 5500 is far more than a routine administrative task; it is a legal attestation that places your personal and corporate…
Eligibility Tracking Retirement Plan Checklist: A 2026 Compliance Guide
July 13, 2026
Most plan sponsors don’t realize that a simple spreadsheet error in your eligibility tracking retirement plan process isn’t just a clerical mistake;…
