Done Deal PLANSPONSOR September 2016

Adviser Benchmarking

A plan sponsor does adviser due diligence—and finds the unexpected

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Compliance | July 7th, 2020

The text of the dismissal ruling relies heavily on precedent set by the United States 7th Circuit Court of Appeals.

Compliance | July 6th, 2020

The parties’ proposed settlement agreement impermissibly releases claims that go beyond the scope of the allegations in the operative complaint.

Compliance | June 30th, 2020

Analysts say the Department of Labor is officially reinstating the “five-part test” for determining fiduciary status.