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Broker Insights

What's changing for the people
who steward the plan.

Fiduciary risk, TPA oversight, CAA compliance, and renewal strategy — written for benefits brokers serving self-funded employers. Sourced, cited, and free of vendor spin.

The broker is now a defendant — Verq analysis of the new ERISA litigation wave
Broker Fiduciary Risk
The broker is now a defendant.

In December, the law firm behind more than $1.5 billion in 401(k) fee settlements sued four household-name employers over their benefit plans — and named their brokers as co-defendants. What changed, why it isn't a one-off, and what a defensible book looks like now.

July 21, 2026 · 8 min read Read article →
In the works
  • The TPA oversight checklist: what to actually verify, and how often
  • The self-funded renewal checklist for brokers
  • CAA broker compensation disclosure, explained plainly
  • What belongs in a stewardship report — and what doesn't

Every claim, checked
against the plan.

Verq reads your plan document and turns reporting into answers you can prove — every claim checked against the plan, every finding cited. Twenty minutes with the founders is the fastest way to see it.

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