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- Santa’s 2011 401k Nice and Naughty List
- Plan Sponsors Smile: Hooray for the 401k!
- Time for SEC’s Schapiro to Resign?
- DOL Transcript Shows a True Fiduciary Friend as Phyllis Borzi Brooks No Bull
- 401k 2.0 – A Proposal
- Wall Street Speaks: Fix Washington!
- 3 Reasons to Outlaw Index Investing Right Now (and One Selfish Reason Not To) in 5 Acts
- Time to Retire Public Employee Pension Plans
- Time Magazine is Wrong!
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- Readers Select Top Fiduciary Stories of 2009: #5 401k Plans Recover Significantly by Year-End
- Readers Select Top Fiduciary Stories of 2009: #10 The Death of the 401k
- Top Fiduciary Stories in 2009
- Compliance
- 401k Plan Sponsors and the Risk of Fiduciary Liability
- Will 2012 be the Year of the 401k Fiduciary?
- New Survey Reveals How 401k Plan Sponsors Rank 8 Hot Topics
- As Brokers Cheer, Advisers Sound Off on DOL 401k Fiduciary Capitulation
- Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 8/26/11
- Momentum Builds to Place IRAs Under Fiduciary Umbrella
- Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 7/01/11
- How Should a 401k Plan Sponsor Construct an Appropriate Investment Policy Statement?
- 401k Plan Sponsors: Is Your Investment Policy Statement Still Using Outdated Language?
- What 401k Plan Sponsors Might Expect from Proposed Fiduciary Rules
- Transcript of Phyllis Borzi’s Opening Remarks at March Fiduciary Hearings
- How Will New ADV Part 2 Help (or Hurt) 401k Plan Sponsors?
- DOL Fiduciary Hearings: Why 401k Plan Sponsors Need to Pay Attention
- New York Fiduciary Panel Yields Surprise Honesty While Drawing Lines in the Sand
- SEC Fiduciary Report: Who Won? Advisers? Brokers? Or 401k Plan Sponsors?
- Exclusive Interview: Boston ERISA Legal Author Stephen Rosenberg Explains DOL’s New Fiduciary Definition
- Should What DOL’s New Regs Reveal about Most Widely Held 401k Mutual Funds Worry Plan Sponsors?
- Will DOL’s New Mutual Fund Fee Disclosures Mislead 401k Investors?
- DOL’s New Performance Reporting Requirements: A Boon or a Risk to the 401k Fiduciary?
- A Fiduciary Test Drive of New DOL Fee Chart Using Top 401k Funds
- 401k 2.0 – A Proposal
- Fiduciary Checklist: Target Date Problems vs. DOL Proposed Rule
- ERISA Plan Sponsors Wonder: Do Web-Site Alexa Ratings Suggest Victory for Fiduciary Standard?
- New White Paper Reveals 3 Greatest Fiduciary Liability Threats to 401k Plan Sponsors
- Washington Earthquake May Shake 401k Fiduciaries & Plan Sponsors (Part I of II)
- 9 Free On-Line DOL Resources for 401k Plan Sponsors
- Is the Fiduciary Standard Enough? 3 Critical Fiduciary Duties Every ERISA Plan Sponsor Must Know
- Readers Select Top Fiduciary Stories of 2009: #6 The Department of Labor’s Abrupt Shift on 401k Advice
- Top Fiduciary Stories in 2009
- Exclusive FiduciaryNews.com Interview with Mutual Fund Fee Myth Busting Professor
- Time to Retire Public Employee Pension Plans
- How to Construct an Appropriate Investment Policy Statement in 9 Easy Steps
- Am I an ERISA/401k Fiduciary?
- For the 401k Fiduciary Looking to Reduce Fiduciary Liability: Who Is and Who Isn’t a Registered Investment Adviser?
- Everything an ERISA/401k Fiduciary Needs to Know About DOL Audits to Reduce Fiduciary Liability
- 5 Critical Components of a Plan Diagnostic Test
- 4 Essential Elements of Every Retirement Plan
- 10 Useful DOL Tips for Employers with Retirement Plans
- The 7 Most Critical Action Steps 401k Fiduciaries Must Address Right Now
- 5 Important Duties of Every ERISA Fiduciary
- Fees
- Should 401k Plan Sponsors Sell Their Souls for One-Stop-Shopping?
- Study Reveals Five Factors That Help Lower 401k Fees
- Which Fiduciary “Cost” Matters Most: The Broker’s or the Retirement Investor’s?
- Ex-Employees Who Don’t Rollover – Will 401k Fees Increase Plan Sponsor Liability?
- Great Info for Every 401k Plan Sponsor: Review of <em>401k Averages Book</em>
- Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/22/10
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- Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 9/3/10
- Exclusive Interview: PlanSponsor’s Nevin Adams Says Plan Sponsors not Focused on Same Issues as Advisers & Regulators “Too Few 401k Plans” Annuities “Not Viable”
- New White Paper Reveals 3 Greatest Fiduciary Liability Threats to 401k Plan Sponsors
- 4 Liability Reducing Strategies for Today’s 401k Plan Sponsor (Part II)
- Will 401k World Change by Fall? 3 Pressing Regulatory Issues 401k Plan Sponsors Need to Know Right Now (Part I of II)
- 9 Free On-Line DOL Resources for 401k Plan Sponsors
- Yale/Harvard Study Reveals Disturbing 401k Fee Paradox
- 401k Fees That Shouldn’t Matter
- 401k Fees That Matter
- Supreme Court Plays Solomon with 401k Fiduciaries on Mutual Fund Fees
- CITs in 401ks: The Good, the Bad and the Ugly
- Readers Select Top Fiduciary Stories of 2009: #4 Caterpillar Settlement
- Is There a 401k Fee War Brewing?
- Readers Select Top Fiduciary Stories of 2009: #7 The SEC’s Statement on 12b-1 fees
- BrightScope Talks About Its New 401k Fee Product.
- Top Fiduciary Stories in 2009
- 10 Questions the DOL Wants the ERISA Fiduciary to Ask About 401k Fees
- Exclusive FiduciaryNews.com Interview with Mutual Fund Fee Myth Busting Professor
- Time to Retire Public Employee Pension Plans
- New Study Refutes 4 Mutual Fund Fee Myths
- Broker or Registered Investment Adviser? What’s Best for the ERISA/401k Fiduciary?
- 5 Rules for the Fiduciary Seeking to Avoid the Next Madoff
- 401k Fiduciary Warning: 3 Reasons Why Annuities May Increase Your Liability
- 5 Critical Components of a Plan Diagnostic Test
- Is Supreme Court About to Mislead 401k Investors & Fiduciaries?
- Do Mutual Fund Fees Really Matter to 401k Investors and Fiduciaries?
- 10 Useful DOL Tips for Employers with Retirement Plans
- The 7 Most Critical Action Steps 401k Fiduciaries Must Address Right Now
- 5 Important Duties of Every ERISA Fiduciary
- Conflicts of Interest
- Exclusive Interview with Ron Rhoades: Revenue Sharing – Two Hats are Worse than One
- Study Shocker: 9 of 10 401k Plans Exposed to Increased Conflict-of-Interest Risk
- Industry Fights Hard to Exclude IRAs from Fiduciary Standard
- Why Should 401k Plan Sponsors Care What Others Think About the Fiduciary Standard?
- Fiduciary Standard: Backdoor Solution to 401k Plan Sponsors’ 12b-1 Problem?
- Does New Study Seal the Deal for Fiduciary Standard – or Just Warn Plan Sponsors?
- Will 401k Plan Sponsors Wonder: Doth the 12b-1 Industry Protest Too Much?
- Exclusive Interview with Yale’s Daylian Cain: Just a Sugar Pill? Disclosure’s “Ah-Ha!” Moment
- New White Paper Reveals 3 Greatest Fiduciary Liability Threats to 401k Plan Sponsors
- SEC’s 12(b)-1 Proposal: Does It Actually Increase 401k Fiduciary Liability?
- As Industry Takes Sides in SEC 12b-1 Debate, Will 401k Plan Sponsors Benefit?
- Official SEC 12b-1 Fee Press Release - Regulator Seeks Public Comment (UPDATED)
- Exclusive Interview with BrightScope’s Mike Alfred: Most 401k Plan Sponsors “Have No Idea…”
- Exclusive Comments from Industry Insiders Suggest Fin-Reg’s Fiduciary Standard May Impact 401k Plan Sponsors
- 4 Liability Reducing Strategies for Today’s 401k Plan Sponsor (Part II)
- Will 401k World Change by Fall? 3 Pressing Regulatory Issues 401k Plan Sponsors Need to Know Right Now (Part I of II)
- 401k Fees That Matter
- 3 Terrible Problems the New DOL Investment Advice Rule Poses to the 401k Fiduciary
- 3 Great Ways the New DOL Investment Advice Rule Helps the 401k Fiduciary
- DOL Releases New Investment Advice Rule: More (or Less?) Trouble for the 401k Fiduciary
- Readers Select Top Fiduciary Stories of 2009: #6 The Department of Labor’s Abrupt Shift on 401k Advice
- 5 Reasons Why a 401k Plan Fiduciary Should Reconsider Using ETFs
- Readers Select Top Fiduciary Stories of 2009: #7 The SEC’s Statement on 12b-1 fees
- 3 Reasons the SEC’s New 12(b)-1 Stance May Increase 401k Fiduciary Liability
- 3 Pointed Questions Determine If New DOL Decision on the 401k Investment-Advice Rule Increases Your Fiduciary Liability
- Exclusive Interview with BrightScope, Inc. Co-Founder Mike Alfred on Rating Target Date Funds.
- Time to Retire Public Employee Pension Plans
- Broker or Registered Investment Adviser? What’s Best for the ERISA/401k Fiduciary?
- How to Construct an Appropriate Investment Policy Statement in 9 Easy Steps
- 5 Rules for the Fiduciary Seeking to Avoid the Next Madoff
- 5 Critical Components of a Plan Diagnostic Test
- 10 Useful DOL Tips for Employers with Retirement Plans
- The 7 Most Critical Action Steps 401k Fiduciaries Must Address Right Now
- Due Diligence
- Why 401k Plan Sponsors and Investors Lack Cupidity for the Annuity
- Due Diligence has New Vanguard “Low-Cost” Product Opening to Mixed Reviews
- 401k Plan Sponsor Concern: Target Date Funds Still Broke
- 10 Questions the DOL Wants 401k Plan Sponsors to Ask Their Investment Consultant
- Overdiversification and the 401k Investor – Too Many Stocks Spoil the Portfolio
- 3 More Ways 401k Plan Sponsors Can Help Employees Make Better Investment Decisions
- 3 Ways 401k Plan Sponsors Can Help Employees Make Better Investment Decisions
- Does Pending Appeal Decision Doom 401k Plan Sponsors?
- DOL Detractor Reveals Due Diligence Secret to 401k Plan Sponsors
- Time for 401k Plan Sponsors to Admit Target Date Funds Too Broke to Fix?
- Top 10 Reasons 401k Plan Sponsors Fear ETFs Not Ready For Primetime
- Exclusive Interview with Stanford Professor Charles Lee: Why Fees May be Less Important to 401k Plan Sponsors
- Options for 401k Plan Sponsors: Alternatives to Target Date Funds
- Target Date Funds: DOA or Just a False Start?
- What Every 401k Fiduciary Should Know About Target Date Funds
- A Hidden Fiduciary Liability for Plan Sponsors: The Five Most Critical Problems with Target Date Funds
- 401k Plan Sponsor Lament: Are Target Date Funds the Edsel of the Mutual Fund Industry?
- Annuities the Next 401k SNAFU? Advisers Offer 6 Reasons Why
- 5 Reasons Why a 401k Plan Fiduciary Should Reconsider Using ETFs
- Readers Select Top Fiduciary Stories of 2009: #8 The Fall of Target Date Funds
- Readers Select Top Fiduciary Stories of 2009: #9 New Research Reveals When Active Beats Passive
- Does the “Lost Decade” Signal the End of Passive Investing?
- New Research Reveals When Active Beats Passive
- Exclusive Interview with BrightScope, Inc. Co-Founder Mike Alfred on Rating Target Date Funds.
- Prof’s View on Today’s Economy: Out of the Fire and Into the Frying Pan
- Can Commodities Hedge Inflation?
- Can Currency ETFs Help Your Portfolio?
- 3 Reasons Why the 401k Fiduciary Should Use Both Active and Passive Funds to Reduce Fiduciary Liability
- Red Alert! ICI Reports Broad Shift to Bond Mutual Funds
- How Recent Shift to Bonds Increases 401k Fiduciary Liability
- How to Construct an Appropriate Investment Policy Statement in 9 Easy Steps
- 401k Fiduciary Warning: 3 Reasons Why Annuities May Increase Your Liability
- 5 Things the Fiduciary Might Not Know About the 401k Plan Investment Policy Statement
- Education
- The Best Way 401k Plan Sponsors Can Benchmark Their Plans
- Are 401k Plan Sponsors Making the Fiduciary Grade?
- Benchmarking: The Key to a 401k Plan Sponsor’s Fiduciary Compliance Review
- Five Areas 401k Plan Sponsors Must Address to Reduce Fiduciary Liability
- Top Ten Most Widely Read <em>FiduciaryNews.com</em> Stories in 2011
- Avoiding Decision Paralysis: How to Create the Ideal 401k Plan Option Menu
- Professional Advisors Sound Off on Ideal Number of 401k Plan Options
- How Plan Sponsors Can Help 401k Investors Avoid Overdiversification
- Why Overdiversification Matters to the ERISA Fiduciary
- A Trip Down Memory Lane – Revisiting Portfolio Optimization
- 7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 4th Deadly Sin – Overdiversification
- How Many Investment Options Should 401k Plan Sponsors Offer?
- Tips 401k Plan Sponsors Can Use to Help Employees Avoid Risk Aversion
- Risk and the 401k Investor: How Plan Sponsors Can Avoid Misleading Employees
- Why Risk Doesn’t Matter to the ERISA Fiduciary
- The 401k Plan Sponsor’s Dilemma – What’s Wrong with “Risk”
- Investment Risk and the 401k Fiduciary: An Overview of Components
- 7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 2nd Deadly Sin – The Joy of “Risk”
- Market Regulation: Boon or Bane to 401k Plan Sponsors & Investors?
- How Babe Ruth Can Help 401k Plan Sponsors Teach Employees the Most Important Thing They Need to Know
- The Best Way 401k Plan Sponsors can Offer Total Return Options
- Is Investing for Income the Only Option the 401k Plan Sponsor can Offer Employees Seeking to Meet Certain Financial Objectives?
- How the Fiduciary Discovered What’s Wrong With Emphasizing Income
- 7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 1st Deadly Sin – “Income Matters”
- 5 Key Facts 401k Plan Sponsors Might Have Missed at the fi360 Conference
- 5 Criteria 401k Plan Sponsors Must Consider Before Hiring an ERISA Attorney
- Two New Studies Suggest 401k Alive, Well and Working!
- Is the 401k DOA? Time to Bring Back Pensions? Fiduciary Implications for Corporate Plan Sponsors
- Should Plan Sponsors Fear? Is the 401k Merely a Ponzi Scheme?
- Mass Media Retirement Hype: Hurting 401k Investors and Increasing Plan Sponsor Fiduciary Liability?
- The Five Most Widely Read <em>Fiduciary News</em> Stories in 2010 (Part II of II)
- Top Ten Most Widely Read <em>Fiduciary News</em> Stories in 2010 (Part I of II)
- Exclusive Interview: Mike Alfred Provides Insight into BrightScope’s 2nd Annual List of the Top 30 401k Plans
- How to <em>Nudge</em> 401k Participation Higher
- New Study Explains Why the 401k Match FAILs
- ETF Innovations: Good (or Bad) for ERISA Plan Sponsors?
- Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/29/10
- How the ERISA Fiduciary Can Avoid the 3rd Deadly Sin – Bond Insecurity
- Will Plan Sponsors Believe Their Lying Eyes or Will They Still Believe Bonds are “Safe”?
- 401k Plan Sponsors Beware: Are You Lighting a Match in the Powder Room Despite 1995 Study?
- What Every Plan Sponsor Must Know About Bonds – Before They Crash!
- 7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 3rd Deadly Sin – “Bond Insecurity”
- 401k Plan Sponsor & Participant Primer – The Risk-Return Tradeoff
- Celebrate 401k Day! Exclusive Interview with PSCA’s Robert Benish
- Exclusive Interview: PlanSponsor’s Nevin Adams Says Plan Sponsors not Focused on Same Issues as Advisers & Regulators “Too Few 401k Plans” Annuities “Not Viable”
- 10 Useful Web-Sites for 401k Plan Sponsors & Any ERISA Fiduciary
- 4 Liability Reducing Strategies for Today’s 401k Plan Sponsor (Part II)
- Will 401k World Change by Fall? 3 Pressing Regulatory Issues 401k Plan Sponsors Need to Know Right Now (Part I of II)
- 9 Free On-Line DOL Resources for 401k Plan Sponsors
- Is the Fiduciary Standard Enough? 3 Critical Fiduciary Duties Every ERISA Plan Sponsor Must Know
- 2008 Market Meltdown: Are We Headed for a Repeat?
- CITs in 401ks: The Good, the Bad and the Ugly
- Inside the Numbers: Why Every 401k Fiduciary Must Read This Report
- 10 Questions the DOL Wants the ERISA Fiduciary to Ask About 401k Fees
- Michael Krause of AltaVista Research Explains the Evolution of Indexing
- Time to Retire Public Employee Pension Plans
- How Recent Shift to Bonds Increases 401k Fiduciary Liability
- How to Construct an Appropriate Investment Policy Statement in 9 Easy Steps
- ICI Memo Reveals What the Industry Wants the ERISA/401k Fiduciary to Disclose
- Am I an ERISA/401k Fiduciary?
- 5 Critical Components of a Plan Diagnostic Test
- Never Buy a Bond Mutual Fund Thinking it’s a Bond
- 4 Essential Elements of Every Retirement Plan
- The 7 Most Critical Action Steps 401k Fiduciaries Must Address Right Now
- 5 Important Duties of Every ERISA Fiduciary
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Fiduciary News provides essential information, blunt commentary and practical examples for ERISA/401k fiduciaries, individual trustees and professional fiduciaries. Our chief contributor is Chris Carosa.
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