2026 Plan Sponsor Briefing | Special Edition
Janel Cross, Managing Partner
October 9, 2026

National Cybersecurity Awareness Month THREE WAYS SPONSORS CAN SUPPORT PARTICIPANT CYBERSECURITY Protecting participant accounts does not require a degree in

401k Plan Sponsor Briefing – Spring 2026
Janel Cross, Managing Partner
May 21, 2026

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

Aligned Journeys: Annette Emrich-Starry
Align Wealth Strategies Advisors
March 5, 2026

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

401k Plan Sponsor Briefing – Winter 2026
Janel Cross, Managing Partner
February 9, 2026

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

401k Plan Sponsor Briefing – Fall 2025
Janel Cross, Managing Partner
October 31, 2025

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