401(k) limit increases to $22,500 for 2023, IRA limit rises to $6,500The following content is from IR-2022-188, October 21, 2022 WASHINGTON — The Internal Revenue Service [...]
Financial Factors in the Selection of Plan InvestmentsNow that the DOL Final Rule called “FINANCIAL FACTORS IN THE SELECTION OF PLAN INVESTMENTS,” is [...]
Don Jones Selected for Steering Group, Committee for the Fiduciary StandardDon Jones, Founder and Partner at Fiduciary Wise, joins the Steering Group for The Committee [...]
SCOTUS and Substantive MeasurementsWhy did the Office of the Solicitor General of the United States ask SCOTUS in [...]
Pecuniary and SubstantiveIn the latest episode of Two Fiduciary Nerds Disturbing the Peace with Jackie Reeves and [...]
2 Nerds Disturbing the Peace: Smith v. CommonSpirit HealthRead the summary of this case here, a significant reason for the dismissal of the [...]
Our Position on Smith v. CommonSpirit HealthUnited States Court of Appeals for the Sixth Circuit All the comments presented are those [...]
ERISA 402(a) Named FiduciaryWhat is an ERISA 402(a) Named Fiduciary? Don and Jackie tell us all about a [...]
Introducing 2 Nerds Geeking Out!We are so pleased to announce our new web series, 2 Nerds Geeking Outwith Don [...]
Putnam Investments, LLC v. BrotherstonWith the recent outcome of the U.S. Supreme Court Case, Hughes v. Northwestern Univ., the [...]