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5 Critical Topics to Teach 401k Plan Sponsors: Fiduciary Education Curriculum (Part I)

    5 Critical Topics to Teach 401k Plan Sponsors: Fiduciary Education Curriculum (Part I)

These are fundamental in nature. They are necessary prerequisites for 401k plan sponsors to fully inculcate themselves with more complex topics.

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Exclusive Interview: Blaine Aikin says DOL Fiduciary Rule’s “Lasting Impact Lives On”

    Exclusive Interview: Blaine Aikin says DOL Fiduciary Rule’s “Lasting Impact Lives On”

Here’s an inside look at what’s been making all those headlines the last few years, and maybe what might be making headlines in the next few years.

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Tax Law Fallout Yields These Five Fiduciary Facts For Retirement Savings

    Tax Law Fallout Yields These Five Fiduciary Facts For Retirement Savings

With the final dust comfortably settling on this year’s tax season, we can know begin to put together the pieces of this new reality that may have plan sponsors and their service providers rethinking their long-held strategies.

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How to Counter the Top 5 Excuses People Are Using to Explain Why They’re Not Saving Right Now for Their Own Retirement

    How to Counter the Top 5 Excuses People Are Using to Explain Why They’re Not Saving Right Now for Their Own Retirement

Looking for an equal and opposite reaction for those intent on continued delays in saving for retirement? This article reveals 5 effective counter punches.

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401k Plan Sponsors Are Asking For These Employee Educational Topics

  401k Plan Sponsors Are Asking For These Employee Educational Topics

There’s no question 401k plan sponsors know they need to up their game when it comes to employee education programs. According to one study, 80% of education programs on 401k offerings for employees are ineffective. Plan sponsors today seek solutions to better engage employees.

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How 401k Plan Sponsors Can Mitigate Fiduciary Liability Associated with Target Date Funds

  How 401k Plan Sponsors Can Mitigate Fiduciary Liability Associated with Target Date Funds

There are two strategic paths to use when it comes reducing liability. One approach occurs after the fact – after the target date funds are already in place. The other approach takes place before the target date funds are even placed on the 401k plan menu. Which is more reliable?

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5 Areas Where Target Date Funds Increase 401k Plan Sponsors’ Fiduciary Liability

  5 Areas Where Target Date Funds Increase 401k Plan Sponsors’ Fiduciary Liability

When considering the potential – if not underestimated – liability associated with TDFs, perhaps it’s best to listen to the warning Cialdini provides regarding Social Proof: “It should never be trusted fully… we need to look up and around periodically whenever we are locked into the evidence of the crowd.”

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Exclusive Interview: Roger Levy Says 401k Fiduciary Advisers Should Heed Results of Putnam Case

  Exclusive Interview: Roger Levy Says 401k Fiduciary Advisers Should Heed Results of Putnam Case

“The ruling by the First Circuit in the Putnam case further increases focus on trust law when determining the scope of fiduciary responsibility under ERISA. Prudent practice already draws on trust law and sometimes prudent practice is ahead of the courts.”

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How QDIAs Have Changed the Fiduciary Role of 401k Plan Sponsors

  How QDIAs Have Changed the Fiduciary Role of 401k Plan Sponsors

When retirement industry professionals talk about the impact of the 2006 Pension Protection Act, you might be surprised that this is what they conclude.

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The Fiduciary Parent – The Ultimate Plan Sponsor Shouldn’t Overlook this Familiar Tool

  The Fiduciary Parent – The Ultimate Plan Sponsor Shouldn’t Overlook this Familiar Tool

When it comes to the definitive fiduciary, no one can play that role better than the parent. Parents constantly look out for their children. They want to give their children the best possible advantage to live a better life. Why not give them the ultimate head-start?

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