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Tag "plan sponsor"

Exclusive Interview: Ary Rosenbaum Says, Despite SECURE ACT, Some 401k MEPs Challenges Remain

    Exclusive Interview: Ary Rosenbaum Says, Despite SECURE ACT, Some 401k MEPs Challenges Remain

“As far as adopting employers, I would recommend an ERISA attorney because an MEP isn’t the right fit and fiduciary solution for every plan sponsor.”

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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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Why Are We Seeing More Cases of “Fear of Spending” Among Retirees?

    Why Are We Seeing More Cases of “Fear of Spending” Among Retirees?

Perhaps, just as plan sponsors have developed onboarding programs for new hires when it comes to saving for retirement, maybe they should add “unboarding” programs as a bookend for those nearing retirement.

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Should a Plan Sponsor Adopt a 401k Investment Policy Statement?

    Should a Plan Sponsor Adopt a 401k Investment Policy Statement?

Whether a plan sponsor decides to adopt a 401k IPS remains an open question. It’s not a question that should be treated casually. Every plan situation is different. Plan sponsors therefore must conduct a thorough due diligence to determine what’s best for their plan.

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What is a 401k Investment Policy Statement (IPS)?

    What is a 401k Investment Policy Statement (IPS)?

Although we’ve seen a broader acceptance of using an IPS, their use is by no means universal and particularly lacking among smaller employers. Perhaps there’s a realization that, if you don’t get the IPS right, you’ll only increase your liability.

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401k Plan Sponsors’ Fiduciary Obligation to Former Employees

    401k Plan Sponsors’ Fiduciary Obligation to Former Employees

Not being able to easily monitor how former employees apply these tools, however, can increase the fiduciary liability of plan sponsors.

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How Reg BI Changes the Fiduciary Landscape for the 401k Plan Sponsor

    How Reg BI Changes the Fiduciary Landscape for the 401k Plan Sponsor

Just as summer changes into fall, Reg BI will change the way all participants – investors, service providers, and 401k plan sponsors – interact with each other. These are the changes we might expect.

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What are 401k Plan Sponsors Interested in Most Right Now?

    What are 401k Plan Sponsors Interested in Most Right Now?

Here’s quick read with a surprise reveal. Can you find it?

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5 Top Education Topics 401k Plan Sponsors Need To Ask About But Don’t

    5 Top Education Topics 401k Plan Sponsors Need To Ask About But Don’t

There’s always something new under the sun, and that means there’s always educational topics 401k plan sponsors should be asking about but aren’t. Hopefully, this list will inspire more curiosity and lead to better informed employees.

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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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