Higher Ed Fiduciary Lawsuits A Scorecard and Some Observations

Fiduciary Litigation Update

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Plaintiffs’ must use truly comparable benchmarks in claiming imprudent fiduciary decisions. Read more »
Combining Student Loan Repayments and Retirement Savings

Combining Student Loan Repayments and Retirement Savings

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A recent IRS private letter ruling approved an innovative approach that allows employees to balance student loan repayments with saving for retirement. Read more »
401(k) Plans and Health Savings Accounts

401(k) Plans and Health Savings Accounts: A Questionable Comparison

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As the Administration and Congress define their vision of “repeal and replace” we are seeing a number of efforts to increase the use individual accounts as a key component of any likely Trump/RyanCare proposal. Health Savings Accounts (HSAs) figure prominently in a number of Republican proposals as a way for individuals to pay for current […] Read more »