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Who’s Advising Your Advisor?
Private equity firms are acquiring retirement plan advisors at record pace, and most plan…
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2026 ERISA Regulatory Trends & Updates
SECURE 2.0 provisions are going live, Congress is advancing bipartisan retirement bills, and the…
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- Resources for Employers
ERISA Fiduciary Types Explained
Every plan sponsor is a fiduciary by default. The question is how much of…
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How company stock exposure changes the Qualified Default Investment Alternative (QDIA) evaluation for plan committees at ESOP-owned companies
Nearly 80% of S corporation ESOP companies also sponsor a 401(k) plan. But most…
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- Resources for Employers
Plan Governance for ESOPs & 401(k) Plans
When your company sponsors both an ESOP and a 401(k) plan, governance complexity increases…
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- Resources for Employers
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- Resources For Individuals
Understanding Cryptocurrency Investment Scams: Risks, Red Flags, and How to Protect Yourself
Education and awareness are key defenses against financial fraud. Cryptocurrency scams are constantly evolving,…
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- Resources for Employers
Non-Qualified Deferred Compensation Plans
A comprehensive employer guide to Nonqualified Deferred Compensation plans, including 401(k), Corporate 409A, 457(b),…
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- Resources for Employers
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- Resources For Individuals
Overview of Employee Education & Wellness Resources
Our Education & Wellness offerings are designed to support employees throughout their working lives…
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- Resources for Employers
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- Resources For Individuals
2026 Financial Planning Numbers: Tax & Retirement Limits
Key 2026 tax brackets, retirement contribution limits, Social Security, Medicare, and HSA numbers. A…
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- Resources for Employers
Non-Qualified Deferred Compensation Plans: Funding Alternatives & Executive Life Insurance Strategies
For for-profit companies seeking to supplement their key executives’ retirement or retention planning, a…
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· Lebel & Harriman
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