Monthly Archives: July 2025

Josh Itzoe Launches Fiduciary U: A New Era in 401(k) Committee Education

Posted on July 3, 2025 by admin

Let me be honest: most fiduciary training out there is about as exciting as watching paint dry in a compliance office. It’s often a checkbox exercise—generic, outdated, and completely divorced from the real-world problems that retirement plan fiduciaries face every … Continue reading →

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Forfeitures, Fiduciary Failures, and Cigna: Another Lesson in ERISA Risk

Posted on July 3, 2025 by admin

Another week, another Adams v. Goliath story in the world of ERISA litigation—and this time, Goliath is Cigna. The company is now facing its second lawsuit in as many months over how it handled forfeitures in its $13 billion 401(k) … Continue reading →

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