FiduciaryNews


The 3 Biggest Service Provider Mistakes 401k Plan Sponsors Make

    The 3 Biggest Service Provider Mistakes 401k Plan Sponsors Make

It’s understandable, given the many hats plan sponsors wear, that mistakes will be made. The challenge is to not dwell on them, but to have a reasoned and determined process to address and correct them.

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What’s the Immediate Impact of the DOL Fiduciary Rule on 401k Plan Sponsors?

    What’s the Immediate Impact of the DOL Fiduciary Rule on 401k Plan Sponsors?

“Hopefully,” says Reese, “this past year gave employers a better understanding of what they need to look out for to act as fiduciaries for their plan participants.”

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What if the DOL Wrote the Rules of Golf?

    What if the DOL Wrote the Rules of Golf?

Don Trone offers an amusing take on a current issue of interest.

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Compliance

Are We Better Off With or Without ERISA? And What are the Implications?

    Are We Better Off With or Without ERISA? And What are the Implications?

Thar’s gold in them thar retirement plans! Who could blame cash-starved states from trying to get a piece of that action? On the other hand, there’s plenty of blame when the regulatory arm created to protect employees places politics ahead of the best interests of retirement savers.

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Exclusive Interview with David Huntley and Joseph Valletta: Plan Sponsors Need Template to Identify Fees

    Exclusive Interview with David Huntley and Joseph Valletta: Plan Sponsors Need Template to Identify Fees

“Benchmarking your plan’s fees is important step to carrying out your fiduciary responsibilities.”

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Conflicts of Interest

What’s the Immediate Impact of the DOL Fiduciary Rule on Current IRA Holders and Future Rollovers?

    What’s the Immediate Impact of the DOL Fiduciary Rule on Current IRA Holders and Future Rollovers?

Just because the new Rule won’t be enforced until January doesn’t mean retirement savers can’t take advantage of it. This does, however, require individuals become self-reliance and look out for their own good. But how is that any different for all other consumer decisions?

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Due Diligence

How a Fiduciary Should Explain “Growth” and “Value” Investing Styles

    How a Fiduciary Should Explain “Growth” and “Value” Investing Styles

These are the times it’s most important for fiduciaries to learn how to say “no” to clients who feel compelled to set their own best interests aside just to chase investment performance. No one is saying that’s an easy job.

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Education

The 3 Biggest Service Provider Mistakes 401k Plan Sponsors Make

    The 3 Biggest Service Provider Mistakes 401k Plan Sponsors Make

It’s understandable, given the many hats plan sponsors wear, that mistakes will be made. The challenge is to not dwell on them, but to have a reasoned and determined process to address and correct them.

This content is free but available only to those who have registered with FiduciaryNews.com as a Basic Member. You may be seeing this because you did not Login. If you have logged in and are still seeing this, you will need to complete your registration now simply by clicking the “Complete Registration” button to get access to this and other members-only content. If you do not have a login click here to register now. In the future you will be able to upgrade to benefit from premium content available only to Professional and Preferred Members.

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Interviews

Exclusive Interview with Charles Field: Less Restrictive Open 401k MEPs Relieve Some Burdens for Smaller Employers

    Exclusive Interview with Charles Field: Less Restrictive Open 401k MEPs Relieve Some Burdens for Smaller Employers

“We have reached a watershed moment for retirement planning and saving.”

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