Historically, according to a few courts, participant data may not be a plan asset under the Employee Retirement Income Security Act...
Prudent Participant Data Usage Principles
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Required Minimum Distributions: A Potential Billion-Dollar Oversight
According to Vanguard’s latest research, failing to take required minimum distributions (RMDs) isn’t just a retirement planning oversight;...
Proxy Practices Could Shift Under New Executive Order
On December 11, 2025, President Trump signed an Executive Order directing changes related to the role and regulation of proxy advisory...
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