Video Explainers

Our firm’s video explainers are powerful visual tools designed to break down complex information into easily digestible content.

Retirement Plans

Managing a 401k Plan is Risky Business

Due to a simple misconception, the investment discipline distorts 401(k) plan oversight risks. This video discusses how professional fiduciaries de-risk that threat.

Healthcare Plans

Pressure Mounts on Healthcare Plans

Under the combined weight of two federal rules affecting qualified healthcare plans, employers are liable not only for the outcome of a critical analysis defined in the rules but also for the supervision and selection of the plan’s third-party administrator.

Retirement Plans

Assessments Enhance Assurance

Regular and comprehensive assessments serve as the armor that protects employee benefit plans from potential risks, ensures compliance with ever-evolving regulations, and ultimately secures the financial future of plan participants.

Cybersecurity

Cybersecurity Regulatory Hotspots in 2025

In 2024, the U.S. Department of Labor took significant regulatory actions to enhance cybersecurity for employee benefit plans.

Third Party Risk Management

What Does it Mean to Monitor Service Providers?

Anyone on whom fiduciary responsibility rests for a retirement or healthcare plan knows they must monitor their plan service providers. However, the law doesn’t describe what steps satisfy that responsibility. So, what does “monitoring” look like?

Cybersecurity

HR is Pivotal in Cybersecurity Culture

Human Resources leaders can effectively educate employees about cyber risks, implement best practices, and foster a culture of cyber awareness through comprehensive training, policy enforcement, and collaboration with other departments.

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