prudence

Fiduciary Hot Topics – Q1 2026
The retirement plan landscape continues to evolve as plan sponsors, advisors, and regulators navigate new litigation, legislative developments, and investment trends. From court decisions reinforcing the importance of strong fiduciary processes to the potential expansion of investment options for 403(b) plans, several noteworthy developments are emerging across the retirement plan space. These issues continue to  Read More →
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 →

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