Planning for Family Leave? Read the Fine Print
Planning for Family Leave? Read the Fine Print - David Gabor and Katherine Brustowicz, Rethinking65, March 10, 2026 (PDF)
Sophisticated Legal Solutions Boutique-Style Service
Can AI Turn the Attorney-Client Privilege into a Hallucination?
By Denise Chicoine and Andrew Oringer It has become axiomatic to say that artificial intelligence (AI) is everywhere. As the world is changing, the bar organizations and associations that have an interest in regulating the legal profession are trying to chase the...
DOL Announces Revised Enforcement Priorities
The Department of Labor (“DOL”) has announced the overhaul of its national enforcement projects for fiscal year 2026. DOL’s national enforcement projects highlight “where it will focus its enforcement resources …to increase broad-based employee benefit plan...
2026 Fiduciary Issues Affecting Financial Advisers
2026 Fiduciary Issues Affecting Financial Advisers - Marcia Wagner, presenter, The Financial Planning Association FPA SHIFT™ conference, La Jolla, CA, April 22, 2026 - Click here for details
The Wagner Law Group Retiree Medical Trust Annual Meeting
The Wagner Law Group Retiree Medical Trust Annual Meeting - Shana Saichek and Linda Stuessi, March 5 - 7, 2026. Scottsdale AZ
With Schwab’s New $5-per-RIA-Client Trading Fees Set to Activate Tuesday, Michael Kitces Calls it a ‘Walking-Back’ of Chuck’s 2019, Zero-Commission Pledge
With Schwab's New $5-per-RIA-Client Trading Fees Set to Activate Tuesday, Michael Kitces Calls it a 'Walking-Back' of Chuck's 2019, Zero-Commission Pledge - Ari Sonneberg, RIABiz, February 27, 2026 (PDF)
President Trump Announces New Federal Matching Retirement Program
During his February 24th State of the Union address, President Donald Trump announced a new federal initiative aimed at expanding retirement plan access for the approximately 50 million Americans who currently are not covered by any employer‑sponsored retirement...
4 Questions About Trump’s Retirement Savings Pitch
4 Questions About Trump's Retirement Savings Pitch - Andrew Oringer, LAW360, February 26, 2025 (PDF)
4 Questions About Trump’s Retirement Savings Pitch – Law360
4 Questions About Trump's Retirement Savings Pitch - Law360 - Andrew Oringer, Law360, February 25, 2026 (PDF)
Pharmacy Benefit Manager Contracting for Fully Insured and Self-Funded Group Plans
Pharmacy Benefit Manager Contracting for Fully Insured and Self-Funded Group Plans - Stephen Wilkes, panelist, BARBRI CLE webinar, April 30, 2026, 1:00 - 2:30 PM (EDT) - Click here for details and registration