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Tag "Guy Baker"

5 Critical Elements Every 401k IPS Must Contain to Achieve Its Primary Purpose

    5 Critical Elements Every 401k IPS Must Contain to Achieve Its Primary Purpose

Including these will make 401k plans safer for plan sponsors and more successful for plan participants.

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What is the Primary Purpose of a 401k IPS?

    What is the Primary Purpose of a 401k IPS?

Unlike a generic vendor agreement, the IPS is a formal plan policy document that defines the parameters between the plan and relevant vendors. This is why it can also be a terrible trap.

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To MEP Or Not To MEP? That is the SECURE 401k Question

    To MEP Or Not To MEP? That is the SECURE 401k Question

It’s important to remember that the 401k MEP is just a vehicle. Whether they truly meet the objective of employees saving more for retirement and doing so effectively and efficiently comes down to execution.

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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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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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