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Tag "3(38)"

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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This is How 401k Plan Sponsors Get Education Answers to These Three F-Words

    This is How 401k Plan Sponsors Get Education Answers to These Three F-Words

401k plan sponsors have a renewed focus on the three F-words of offering employee retirement benefits: Fiduciary, Fees, and Financial Wellness. Here’s how plan sponsors answer questions related to each of these three F-words.

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The One Topic Every 401k Plan Sponsor Must Know Right Now: Fiduciary Education Curriculum (Part III)

    The One Topic Every 401k Plan Sponsor Must Know Right Now: Fiduciary Education Curriculum (Part III)

Most 401k plan sponsors will readily admit they are not experts when it comes to retirement plans. They understand they have a role in the process. They understand that role carries with it certain fiduciary obligations. They understand (and accept) that role also exposes them to liabilities. This article shows how prudent delegation can mitigate much of that fiduciary liability.

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The Meat and Potatoes Topics of 401k Plan Sponsor Training: Fiduciary Education Curriculum (Part II)

    The Meat and Potatoes Topics of 401k Plan Sponsor Training: Fiduciary Education Curriculum (Part II)

If we liken the “5 Critical Topics” to the skeleton and sinew of a plan sponsor’s fiduciary obligation, the “meat and potatoes” topics can be described as its soft underbelly. It is within the routines of these topics that plan sponsors live most dangerously. What are these next two topics and why is it important plan sponsors to dig deep into them rather than simply “read the headlines”?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/12/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/12/19

Tangled compliance, a broken fiduciary record, and irrational fees.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/8/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/8/19

The states go marching on, fee posse grows, and “Too Good to be True”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/17/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/17/17

Evolving Retirement Savings vehicles, Beware the Fiduciary Paper Tiger, and The Magician’s (Fee) Secret.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/2/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/2/16

Shotgun compliance, fiduciary naivete, and free markets trump high fees.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/5/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/5/16

Dire prediction for Social Security, when it rains it pours (for fees), and two sides of the same investment coin.

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