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Tag "QDIA"

How 401k Plan Sponsors Can Mitigate Fiduciary Liability Associated with Target Date Funds

    How 401k Plan Sponsors Can Mitigate Fiduciary Liability Associated with Target Date Funds

There are two strategic paths to use when it comes reducing liability. One approach occurs after the fact – after the target date funds are already in place. The other approach takes place before the target date funds are even placed on the 401k plan menu. Which is more reliable?

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5 Areas Where Target Date Funds Increase 401k Plan Sponsors’ Fiduciary Liability

    5 Areas Where Target Date Funds Increase 401k Plan Sponsors’ Fiduciary Liability

When considering the potential – if not underestimated – liability associated with TDFs, perhaps it’s best to listen to the warning Cialdini provides regarding Social Proof: “It should never be trusted fully… we need to look up and around periodically whenever we are locked into the evidence of the crowd.”

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How QDIAs Have Changed the Fiduciary Role of 401k Plan Sponsors

    How QDIAs Have Changed the Fiduciary Role of 401k Plan Sponsors

When retirement industry professionals talk about the impact of the 2006 Pension Protection Act, you might be surprised that this is what they conclude.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/15/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/15/19

A “Universal” Solution, forward and backward fiduciary steps, and everything old is new again.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/18

Lotta regulator noise, fiduciary fallout, and DOL comes clean on “social” investing.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/16/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/16/18

States muscle in on Fiduciary Rule, SEC (finally) goes after 12b-1 fees, and lessons from the correction.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/1/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/1/17

State pension implosion, a regulation without teeth, and the fee-value correlation.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/4/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/4/17

401k rising, the Fiduciary Rule’s long goodbye, and a fee trend worth continuing.

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Exclusive Interview with Duane Thompson: Expect the Fiduciary Rule to Go Live on June 9th

    Exclusive Interview with Duane Thompson: Expect the Fiduciary Rule to Go Live on June 9th

“As for as the pre-release discussion of the Trump tax plan, I would just ignore it. It’s short on details, which raises too many questions.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/17/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/17/17

Evolving Retirement Savings vehicles, Beware the Fiduciary Paper Tiger, and The Magician’s (Fee) Secret.

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