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Tag "MEP"

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/28/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/28/18

Clash of the retirement policy titans, scraping the bottom of the (fee) barrel, and why we can’t handle the choice we think we want.

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What Every Company 401k Plan Fiduciary Needs to Know about MEPs

    What Every Company 401k Plan Fiduciary Needs to Know about MEPs

As we approach clarity with regards to Congressional action and/or implementation of the Trump Executive Order, we may find need to expand these MEP guidelines. Until then, though, companies in business associations where commonality exists may wish to use these ground rules when determining if a 401k MEP is the right course to take.

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Exclusive Interview: Harold Evensky says DOL Fiduciary Opened “Good” Pandora’s Box

    Exclusive Interview: Harold Evensky says DOL Fiduciary Opened “Good” Pandora’s Box

“…the best efforts of those focused on product, not investors, are ultimately doomed to failure.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/31/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/31/18

Welcome to FiduciaryNews.com Trending Topics. Each Monday, we’ll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the

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Exclusive Interview: NAPA President-Elect Jania Stout Explains How to Keep HSA From Cannibalizing Retirement Savings

    Exclusive Interview: NAPA President-Elect Jania Stout Explains How to Keep HSA From Cannibalizing Retirement Savings

“…anytime we are talking about disclosures, don’t make them like the lovely 404a notices. Make them simple and easy to understand. Otherwise you lose the whole point of the disclosure.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/4/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/4/18

Fiduciary Scorecard: SEC down and DOL out; 12b-1 matters; and TDFs might not (in the way you think they do)

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/20/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/20/18

SEC punts fiduciary, fees aren’t everything, and old time investing.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/2/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/2/18

The Undiscovered Fiduciary, SEC goes on safari, and barber investing.

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Exclusive Interview: David Levine: 401k Plan Sponsors Must Separate These Fiduciary Rule Facts from Fiction

    Exclusive Interview: David Levine: 401k Plan Sponsors Must Separate These Fiduciary Rule Facts from Fiction

“This uncertainty can be very challenging for plan sponsors. If I have to give some basic words of advice to plan sponsors, I simply say ‘stop and take a breath.’”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/29/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/29/17

Foreign Collusion, SEC Skeptics, and Investment Fads.

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