Fiduciary Facelift: ERISA Has Evolved—Have You?

Feb 28, 2023

Over 46 years ago, the Employee Retirement Income Security Act (ERISA) was passed overwhelmingly in the House of Representatives by a 376-4 vote. Congress passed ERISA to empower American workers toward retirement security. Fast forward, on May 23, 2019, the...

Resource Review – Hero7 and the Plan Governance Index (PGI™) Score

Feb 28, 2023

Are you looking for a way to get your foot in the door and offer a fiduciary assessment (of sorts) to new 401k prospects? How about a way to document and measure all the work you do with plan sponsors and help bullet-proof your book by demonstrating a strong process...