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”?
Tag "408(b)(2)"
The Meat and Potatoes Topics of 401k Plan Sponsor Training: Fiduciary Education Curriculum (Part II)
State-run wrongs, advice vs. sales, and the consequences of fee compression.
They say less is more, and nowhere is that more true than in 401k participant fee disclosure.
If fee disclosure is a disease, education is the cure.
Who needs fee disclosure when you have Jerry Schlichter?
It’s not the operating costs, it’s the shareholder fees. They’ll get you every time.
Defining insanity, Fiduciary kiss of death? and muddled fee disclosure.
We can do these things right now and more people will be able to save for retirement.
Exclusive Interview (Part III): Phil Chiricotti Offers Surprising Comments on the Fiduciary Standard
“ERISA needs a statutory fix… or [we need] a DOL that employers can trust.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/27/17
Cap Cutting, Back Burners, and Eternal Truths