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Tag "Paul Ruedi"

The 3 Biggest Service Provider Mistakes 401k Plan Sponsors Make

    The 3 Biggest Service Provider Mistakes 401k Plan Sponsors Make

It’s understandable, given the many hats plan sponsors wear, that mistakes will be made. The challenge is to not dwell on them, but to have a reasoned and determined process to address and correct them.

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Square Peg QLACs Can’t Seem to Fit in 401k Fiduciary Round Hole

    Square Peg QLACs Can’t Seem to Fit in 401k Fiduciary Round Hole

The numbers suggest the QLAC product isn’t quite ready for prime time.

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When Must a Fiduciary Just Say “No” to a Client?

When it comes to being a fiduciary, the customer is, most assuredly, not always right.

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Time for Naïve 401k Millennials Opting for “Safe” Investments to Stop Hurting Themselves

Why have these people failed to learn from history and what can be done to prevent them from hurting themselves?

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The Hows, Whys, and Right and Wrong Way to Use Asset Allocation

The future of true asset allocation may lie in understanding its past.

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How to Improve 401k Participant Fee Disclosure

    How to Improve 401k Participant Fee Disclosure

They say less is more, and nowhere is that more true than in 401k participant fee disclosure.

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Why Isn’t 401k Fee Disclosure Working?

Who needs fee disclosure when you have Jerry Schlichter?

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12b-1 Fees/Revenue Sharing Add to 401k Plan Sponsor Fiduciary Liability Woes

In some distant future, what fossilized evidence of poor judgment will come back to haunt unsuspecting 401k plan sponsors.

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The Best Way Plan Sponsors Should Pay Fees for 401k Fiduciary Advice

Someone who visits the doctor for a regular check-up pays more than someone who doesn’t. Guess which one is healthier.

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Are Target Date Funds a Ticking Time Bomb?

Like lemmings to the sea, retirement savers default to a controversial product.

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