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Why Are We Seeing More Cases of “Fear of Spending” Among Retirees?

    Why Are We Seeing More Cases of “Fear of Spending” Among Retirees?

Perhaps, just as plan sponsors have developed onboarding programs for new hires when it comes to saving for retirement, maybe they should add “unboarding” programs as a bookend for those nearing retirement.

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Should a Plan Sponsor Adopt a 401k Investment Policy Statement?

    Should a Plan Sponsor Adopt a 401k Investment Policy Statement?

Whether a plan sponsor decides to adopt a 401k IPS remains an open question. It’s not a question that should be treated casually. Every plan situation is different. Plan sponsors therefore must conduct a thorough due diligence to determine what’s best for their plan.

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What is a 401k Investment Policy Statement (IPS)?

    What is a 401k Investment Policy Statement (IPS)?

Although we’ve seen a broader acceptance of using an IPS, their use is by no means universal and particularly lacking among smaller employers. Perhaps there’s a realization that, if you don’t get the IPS right, you’ll only increase your liability.

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Exclusive Interview: Skip Schweiss Says Public Today “Much More Aware” of Need to Work With Fiduciary

    Exclusive Interview: Skip Schweiss Says Public Today “Much More Aware” of Need to Work With Fiduciary

“Surveys show about half of investors don’t know how much they’re paying for advice, and about one in six think they pay nothing.”

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The 5 Biggest Worries of 401k Plan Sponsors and What To Do About Them

  The 5 Biggest Worries of 401k Plan Sponsors and What To Do About Them

When you’re not an expert in an important job that you need done, what do you do?

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How to Address Top Fiduciary Issues for Trade Associations Sponsoring 401k MEPs

  How to Address Top Fiduciary Issues for Trade Associations Sponsoring 401k MEPs

It appears all but certain the floodgates will soon open wide, unleashing a torrent of trade association sponsored 401k MEPs. If you’re looking for the trigger that will open those floodgates, here’s what you should be paying attention to.

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Fiduciary Lessons from Ken Fisher Fallout

  Fiduciary Lessons from Ken Fisher Fallout

Therein lies the conundrum. In the current environment, it may be far easier to overlook the failure to meet benchmarks with adequate consistency than it is to ignore the du jour ad hoc definition of woke.

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401k Plan Sponsors’ Fiduciary Obligation to Former Employees

  401k Plan Sponsors’ Fiduciary Obligation to Former Employees

Not being able to easily monitor how former employees apply these tools, however, can increase the fiduciary liability of plan sponsors.

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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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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.