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ERISA 08.22.2023

Weeding Out Claims?

  Despite hopes that a “heightened standard” for excessive fee claims would result in plan sponsors winning more motions for the dismissal of ERISA lawsuits, the fact is: plan sponsors are losing even more motions…
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Weeding Out Claims?
ERISA 08.17.2023

Keeping Assets In Plan: Rocket Science?

  Most plan sponsors want the assets of retired workers to stay in the plan, but why would workers want to keep their assets with a former employer? Experts say it’s not rocket science: just…
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Keeping Assets In Plan: Rocket Science?
ERISA 08.17.2023

Proper Use of the ERISA Budget Account

  Improper use of the ERISA Budget Account associated with an employer sponsored 401k plan, even if merely a mistake, is a fiduciary failure which can lead to investigations, penalties, and criminal charges brought by…
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Proper Use of the ERISA Budget Account
ERISA 08.08.2023

Juggling Act?

  Plan sponsors have always had a lot to juggle but lately the juggling has gotten harder. If you are feeling the stress, you are not imagining it: the scurry around SECURE 2.0, pending new…
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Juggling Act?
ERISA 08.08.2023

Cyber Threat Acceleration: ChatGPT

  Here’s a scary reality: cyber criminals are using ChatGPT to up their game. In fact, novices are even using ChatGPT to write malware. Phishing emails? Yes, ChatGPT is writing those too. Cybersecurity experts remind…
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Cyber Threat Acceleration: ChatGPT
ERISA 08.03.2023

Anyone–and Everyone: ERISA Lawsuits

  A recently filed ERISA lawsuit underscores a scary reality: essentially anyone, and everyone, involved in the management and administration of a retirement plan can be personally named in the allegations. In addition to sweeping…
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Anyone–and Everyone: ERISA Lawsuits
ERISA 07.31.2023

Missed Opportunity: Asset Diversification

  A comprehensive new analysis from Georgetown University’s Center for Retirement Initiatives points to opportunities for target-date funds to increase returns by adding illiquid options to the mix and calls on regulators to provide a…
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Missed Opportunity: Asset Diversification
ERISA 07.24.2023

Hacking People? Social Engineering!

  Social engineering tactics in use by cybercriminals rely on us to be human, and thus vulnerable to emotions like excitement, fear or urgency. As a result, cybercriminals do not have to be wizards on…
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Hacking People? Social Engineering!
ERISA 07.24.2023

Wronged Participants?

    As every retirement plan sponsor knows, careful stewardship of the savings of participants is not just the right thing to do: it is a fiduciary duty governed by ERISA. With more and more…
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Wronged Participants?