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Exclusive Interview: Terrance Power Tells All About What’s Changed (and More!) With 401k MEPs

    Exclusive Interview: Terrance Power Tells All About What’s Changed (and More!) With 401k MEPs

“401k Multiple Employer Plans (MEPs) are a solution for the small to mid-sized employer market that will lead to the expansion of retirement plan coverage for America’s workers.”

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5 Ways 401k Plan Sponsors Can Help Employees Nearing Retirement

    5 Ways 401k Plan Sponsors Can Help Employees Nearing Retirement

You can’t do anything about it if you don’t know what the “it” is you need to do something about. It is therefore important for plan sponsors to devote resources that increase employee awareness.

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A Company Fiduciary Must Ask These Questions Before Joining a 401k MEP

    A Company Fiduciary Must Ask These Questions Before Joining a 401k MEP

MEPs have the potential to do what state-sponsored plans may not be able to offer – protection under ERISA. That’s in the employees’ best interests. If many embrace this concept, September 30, 2019 may indeed signal the dawn of a new day in retirement saving. Still, due diligence remains an imperative.

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A New Way to Prepare Employees for Retirement Plays to 401k Plan Sponsors’ Strengths

    A New Way to Prepare Employees for Retirement Plays to 401k Plan Sponsors’ Strengths

If plan sponsors can train their employees to use these same tactics for their retirement, they’ll be more likely to practice those tactics at work. And that’s good for business.

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Exclusive Interview: Ric Edelman Says Reg BI “Unlikely to be Implemented”

  Exclusive Interview: Ric Edelman Says Reg BI “Unlikely to be Implemented”

“The SEC’s Regulation BI is terribly disappointing. It not only fails to protect consumers; it actually makes the situation worse… The confusion that will ensue will be very damaging to investors nationwide.”

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How Reg BI Changes the Fiduciary Landscape for the 401k Plan Sponsor

  How Reg BI Changes the Fiduciary Landscape for the 401k Plan Sponsor

Just as summer changes into fall, Reg BI will change the way all participants – investors, service providers, and 401k plan sponsors – interact with each other. These are the changes we might expect.

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The Hidden Danger of Over-Diversification: Why 401k Plan Sponsors Must Demand Fiduciary Advisers Teach Employees When Too Much is Too Much

  The Hidden Danger of Over-Diversification: Why 401k Plan Sponsors Must Demand Fiduciary Advisers Teach Employees When Too Much is Too Much

The bottom-line is employees may be setting themselves up not only for failure, but for a costly failure. This is why it’s vitally important for employees to understand more than just the simple objective and class of the mutual funds they own.

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Did Business Roundtable Just Break a Fiduciary Oath?

  Did Business Roundtable Just Break a Fiduciary Oath?

The prevailing consensus has been corporate executives work for their owners (i.e., shareholders). That all changed on August 19, 2019. What are the fiduciary implications?

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What Do Most 401k Plan Sponsors Use: a 3(38) or a 3(21) Adviser?

  What Do Most 401k Plan Sponsors Use: a 3(38) or a 3(21) Adviser?

If you think this evolution is amazing, just wait until you see what changes come about once the 401kMEP starts ramping up.

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How Many Small Business Owners Accidentally Trap Themselves with This Treacherous 401k Fiduciary Conflict?

  How Many Small Business Owners Accidentally Trap Themselves with This Treacherous 401k Fiduciary Conflict?

It may not immediately strike small business owners that they may not have complete control or access to their own retirement assets that sit within the company plan they sponsor. After reading this, they may have second thoughts about taking any unvetted actions.

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The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.