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- May It Please the Court: Closing Argument On Fiduciary Duty of Disclosure Under ERISA Section 404(a) and Section 78(3) of the Restatement (Third) of Trusts
- Who’s Overseeing the DOL and EBSA? DOL FAB 2026-01’s Fatal Flaw Is Actually a Fiduciary Trap for Unwary Plan Sponsors
- May It Please The Court: THE EBSA’s Legally Unsupported, Unfounded, and Bootstrapped Policies Create a Systemic Threat to Plan Participants and Plan Sponsors Alike and Must Be Rejected
- A Call for Senate Oversight Hearings: The Systemic Risk to Plan Sponsors and Plan Participants Created by the EBSA’s Expansive and Legally Unsupported Extrapolations of ERISA Fiduciary Principles
- DOL/EBSA Field Assistance Bulletin 2026-01 Is Not Entitled to Judicial Deference Under The Loper Bright Decision
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Tag Archives: EBSA
Much Ado About Nothing?: The DOL’s New Alternative Investment Rule vs. the Administrative Procedure Act
James W. Watkins, III, J.D., CFP EmeritusTM, AWMA®InvestSense, LLC When the DOL announced the relases of its new alternative investments rule, we quickly advised out fiduciary risk minimization clients to simply ignore it, as it failed our basic two-step fiduciary … Continue reading
Posted in fiduciary compliance
Tagged 401k, EBSA, ERISA, ERISA litigation Congress, fiduciary law, history, news, plan sponsors, retirement plans, Supreme Court
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