A Texas federal judge ruled partially in favor of a group of financial advisors challenging the DOL’s interpretation of fiduciary standards under ERISA, when it pertains to advisors offering recommendations for rollover transactions. 

In this episode, we sit down with Tracy Watts, senior partner, national leader for U.S. Health Care Policy at Mercer. The wide-ranging discussion includes her thoughts on all the noise coming out of Washington D.C. right now to a few of the innovative benefits design strategies and ideas she’s watching most closely right now.

Shortly after the Supreme Court ruled on behalf of employees in the Cornell University excessive fees case, now comes a similar suit filed by Stifel employees over its profit sharing 401(k) plan.