hot topics

Fiduciary Hot Topics – Q4 2025
Alongside the release of the 2026 retirement plan limits and the upcoming implementation of the Roth catch-up provision for high earners… employers should be aware of several other notable developments affecting the retirement plan landscape. Read on for the key fiduciary updates. Executive Order on Access to Alternative Assets for 401(k) Investors Given the amount  Read More →
Fiduciary Hot Topics – Fall 2021
Get cozy and settle in as we ‘spill the tea’ on the latest retirement plan updates. From ESG fund usage and class-action lawsuit chatter to Social Security and retirement reforms, there has been plenty of recent activity in the retirement plan landscape. New Department of Labor Regulations Will Greenlight the Use of ESG Funds in  Read More →

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