Safeguard workplace retirement plans with decades of proven expertise

Become a better retirement plan steward

Gain clarity, mitigate conflicts of interest, and increase employee satisfaction with our industry expertise. We serve a range of sectors including government and, private sector plan sponsors, and service providers.

Expert-led retirement plan consulting and support

With decades of experience supporting retirement plans, we’re committed to protecting retirement plans by providing plan sponsors with resources and tools to improve plan governance.

Key metrics and achievements

160000+
Employees covered by plans that have implemented RetireAware plan safeguards
$8500+
Estimated cost (over 10 years) for each participant whose nontaxable distribution is diverted to retail products

Staying on top of rapidly changing developments

airline-money-benefits-ERISA

Spence v. American Airlines: Expanding the Playing Field for Fiduciary Liability?

A federal court in Texas has ruled that American Airlines breached its duty of loyalty under ERISA by failing to respond to activities undertaken by a plan investment manager (BlackRock) supporting ESG initiatives. The court was unable to find a breach of prudence—rather it relied solely on the obligation of “loyalty.”

ESG Investments, Fiduciary Litigation
Some trends that might affect retirement plans under Trump 2.0

Trump 2.0: Some Predictions

As we enter 2025 there is much speculation about the policies the Trump administration (“Trump 2.0”) will pursue. This blog discusses what might occur under the incoming administration with respect to retirement plans and how the incoming administration could shape the retirement plan landscape.

Regulations
New Front on Fiduciary Litigation?

New Front on Fiduciary Litigation?

As employers have become more attuned to their fiduciary responsibilities, plaintiffs’ attorneys have had to dig deeper to find a basis for suing plan sponsors. Two recent court decisions (Hutchins v. HP Inc and Perez-Cruet v. Qualcomm Inc) reflect diametrically opposing judicial responses to the same new litigation strategy, The Claims Both Hutchins and Perez-Cruet […]

Fiduciary Litigation