Broker Check


Forfeitures (Part 3!), meaningful benchmarks, and proper process. Here's the1st Quarter 2026litigation update.

Too good to pass up! The dismissed case of Beroset v Duke regarding forfeitures. Read all aboutit!

Forfeitures, target dates, ESG, and even a pinch of pension risk transfer to round out the year. 4th Quarter 2025

Cybersecurity and participant data access came into play this quarter along with the usual suspects. 3rd Quarter, 2025

Meanwhile in the second quarter, prudent processes, ESG, burden of proof, and forfeitures continue to bubble up. 2nd Quarter, 2025

Documented processes, ESG, and forfeitures. Welcome to 2025! 1st Quarter, 2025

United Healthcare excessive fee and conflict of interest settlement and more. 4th Quarter, 2024

Forfeitures was a hot topic in 3rd Quarter 2024 litigation. Read more here

The Chevron Doctrine and other thoughts from the 2nd Quarter of 2024. Here you go!

The curious case of ESG and American Airlines and more litigation updates from 1st Quarter 2024. See this.

Target Date lawsuits. How to benchmark your plan. 4th Quarter 2023 Read on!