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…
403(b) Plan Fiduciary Responsibilities: A 2026 Guide to ERISA Compliance

Under ERISA, fiduciary status isn’t a badge you choose to wear. It’s a legal weight you carry the moment you exercise discretion over your…
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…
ERISA Fiduciary Duties for Employers: The 2026 Compliance Checklist

Most business owners view their retirement plan as a valuable employee benefit, but under federal law, it’s actually a personal legal weight 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…
Profit Sharing Plan Administration: A 2026 Guide to Fiduciary Excellence

Most business owners view their retirement plan as a benefit, but for the person signing the Form 5500, it’s often a heavy weight of legal liability…
401k Audit Services: A 2026 Guide to Fiduciary Compliance and Risk Mitigation

Did you know that the Department of Labor can assess a penalty of up to $2,739 per day for a late Form 5500 filing, and unlike many other regulatory…
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…

