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Category: Blogs
Supreme Court Decision Impacts Retirement Plan Sponsors
Explore the Supreme Court’s recent decision in Cunningham v. Cornell University, which shifts the burden of proof in ERISA litigation to retirement plan sponsors. Learn how this ruling increases the risk of “excessive fee” lawsuits and what fiduciary steps plan sponsors should take to mitigate exposure and ensure compliance.
2025 Top Retirement Plan Adviser: Michael Francis
In recognition of his selection as 2025 Top Retirement Plan Adviser, PLANADVISER interviewed Mike Francis on what makes Francis LLC unique.
Boosting Benefits Engagement: Integrating Financial Wellness
See how this organization crafted a total rewards strategy that integrates all employee benefits and incentivizes employee participation.
Supreme Court Makes It Easier to Sue for “Excessive Fees”
The Supreme Court’s decision shifts the burden of proof to the defendant (plan sponsor) in the initial stages of a “prohibited transaction” or “excessive fee” ERISA lawsuit.
How Fiduciary Duty and Cognitive Decline Intersect
Explore how plan sponsors can support their plan participants experiencing cognitive decline.
Retirement investors must have a solid plan to handle economic turmoil
Investors can create a solid investment plan that will help them weather economic turmoil and set themselves up for future gains.
Excellence in Financial Literacy
Francis and two of its employees were honored with Financial Literacy Awards from the WI Governor, Tony Evers, for excellence in financial education.
Your Plan’s QDIA: Active vs. Passive Target Date
Your selection of your retirement plan’s QDIA is a critical decision that impacts a large number of plan participants. Weigh both active and passive target date funds as viable QDIA options.
Using Plan Assets to Pay Plan Expenses
Learn about the distinction between settlor and non-settlor expenses under ERISA, the proper use of participant forfeitures, and steps plan fiduciaries should take to ensure plan assets are used appropriately when paying plan expenses.
