Fiduciaries can follow every step of a prudent process and still end up with outcomes they did not anticipate. That’s not how fiduciary risk is supposed to work. Or at least, not how it used to work.

The post If Part...

Saver’s Match fiduciary risk is arriving faster than the rules meant to govern it. Plans must decide how to respond before the system is fully built.

The post Is This The New 401k Fiduciary Liability Risk? appeared first on

Once the regulatory gaps are acknowledged, the issue quickly shifts from theory to action. Plan sponsors are not just waiting for guidance. They are being forced to decide whether to engage with the Saver’s Match at all.

The post

Private equity is knocking on the 401k door again as a designated investment alternative. Does expanded access mean expanded fiduciary risk?

The post Did New DOL Private Equity Guidance Just Increase Risk F...

Private equity inside a daily-valued, participant-directed plan introduces structural tension. Illiquid assets must coexist with participant liquidity expectations. Valuations must be estimated where markets do not exist. And governance must bridge that gap without introducing bias or delay.

The post