Resources

Quick Takes Fiduciary Support Spotlight: Strengthening Committee Governance and Documentation Committee structure, meeting cadence, and minutes are core risk controls—not

Divorce is never easy; emotionally or financially. Even when both people want what’s fair, the process of dividing homes, savings,

A Journey of Alignment, Advocacy, and Employee Support Annette Emrich-Starry has spent her career at the intersection of people, benefits,

When life is busy, it’s easy to promise yourself you’ll “start saving later.” The catch is that retirement accounts don’t

Quick Takes Fiduciary Support Spotlight: Reducing Risk Through Outsourcing Many sponsors reduce fiduciary burden by outsourcing select responsibilities through ERISA

As of October 1st, the U.S. government entered a shutdown after lawmakers failed to agree on a temporary funding plan.

Quick Takes Spotlight: Roth Required Catch Up Contributions for High Earners in 2026 Roth catch-up provision (Secure 2.0) takes effect

Staying Safe in a High-Tech World Cybersecurity and Artificial Intelligence (AI)— these not just buzzwords, but two big ideas that

It’s hard to imagine life before smartphones.  From navigating with maps to paying bills to keeping tabs on our kids,

A new type of savings plan, known as Trump Accounts, is set to launch for children born between 2025 and