-
Join 230 other subscribers
Meta
-
Recent Posts
- Quantifying Fiduciary Prudence: Creating a Win-Win ERISA Fiduciary Prudent Process by Integrating The Fiduciary Prudence Trinity With AI and the AMVR and TWBVI Metrics
- Quantifying Fiduciary Prudence: In-Plan Annuities, Terminal Wealth, and the Terminal Wealth Breakeven Value Index
- Terminal Wealth As a Fiduciary Prudence Metric: Why ERISA Plan Fiduciaries Should Incorporate Wealth Preservation and Capital Preservation into the Evaluation of In-Plan Annuities and Alternative Investments
- Fiduciary Prudence Protocols: Proactive Fiduciary Risk Mitigation Strategies For Plan Sponsors and Other Investment Fiduciaries
- Quantifying Fiduciary Prudence, Part I: Artificial Intelligence as a Fiduciary Risk/Liability Mitigation Tool Under ERISA
The Prudent Investment Adviser Rules
-
Join 230 other subscribers
Category Archives: fiduciary litigation, ERISA, ERISA litigation, DOL
The DOL’s Pizarro v. Home Depot Amicus Brief: Borzi and Gomez Don’t Live Here @ EBSA Anymore
James W. Watkins, III, J.D., CFP EmeritusTM, AWMA® May It Please the Court: The Department of Labor’s December, 2025, amicus brief urges this Court to hold that ERISA plan participants bear the burden of proving causation as part of their … Continue reading
The Prudent Investment Fiduciary Rules 