I do not underestimate the ability of the plaintiff’s bar to come up with novel and clever arguments, but for the reasons set forth in the white paper I do not believe that they can construct a viable theory.
Most Recent Articles
- Summary of 2024: Navigating the Evolved Fiduciary Landscape for Retirement Plan Fiduciaries 1
- Giving Thanks To The 401k 0
- Impending SECURE Act 2.0 Auto-enrollment Requirement Prompts These Questions 0
- What Bodes For The DOL & The SEC During Trump 2.0? 0
- Exclusive Interview: Bob Veres Explores Fiduciary In New Ways 0
Preferred Members Only
Ridiculous regulators, revving up the Fiduciary Rule, and emerging investment patterns.
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/22/24 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/15/24 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/8/24 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/1/24 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 2/23/24 0
MEP/PEP
There’s a fear that those rushing to promote their own PEPs are merely trying to return to the bundle service provider environment the industry evolved away from more than a decade ago. This makes due diligence all the more important.
- 401k Plan Sponsors Look Before You Leap – Do MEPs Really Reduce Fees? 1
- Will COVID-Related 401k Plan Shrinkages Push Companies to Pooled or State Solutions? 0
- Exclusive Interview: Pete Swisher Explains Why Companies Don’t Care About MEPs (or PEPs or Even 401k Plans) 0
- Exclusive Interview: Ary Rosenbaum Says, Despite SECURE ACT, Some 401k MEPs Challenges Remain 0
- To MEP Or Not To MEP? That is the SECURE 401k Question 0
Interviews
I do not underestimate the ability of the plaintiff’s bar to come up with novel and clever arguments, but for the reasons set forth in the white paper I do not believe that they can construct a viable theory.
- Exclusive Interview: Bob Veres Explores Fiduciary In New Ways 0
- Exclusive Interview: Peter Gulia Answers Whether Fiduciaries Should Fear If The Supreme Court Has Destabilized The Law? 0
- Exclusive Interview: Jerry Schlichter Says 401k Plan Sponsors Should ‘Peel The Onion’ On Fees 1
- Exclusive Interview: Dr. Peter C. Earle Answers Whether Index Funds Are Too Much Of A Good Thing 0
- Exclusive Interview: Sheryl Garrett Says We Aren’t Doing Enough To Mitigate Conflicts-Of-Interest 0
Education
The tangled web of ERISA regulations grows worse each year. Is this too much for companies responsible for maintaining 401k plans?
- 3 ‘Must Do’ Practices To Become A Better 401k Professional Fiduciary 0
- Going Beyond Professional 401k Fiduciary Best Practices 0
- Do 401k Plan Sponsors Really Believe These Reasons To Hire A Professional Fiduciary? 0
- Baby Boomers, The Laffer Curve, And The Presidential Election 0
- 5 Retirement Questions You Need To Answer 0
Conflicts of Interest
Oddly, it’s usually the opposite for mutual funds. Actively managed (higher operating cost) funds tend to perform better during market downturns. Passive (lower operating cost) funds, on the other hand, generally perform better during growth markets.
- A 401k Plan Sponsor Fiduciary Puzzle: Are Low Fees High Risk? 0
- Hughes v. Northwestern, Anyone? Why Don’t TSP Participants Deserve ERISA Fiduciary Protections? 0
- If You Meet Your Objectives, Does It Make Sense To Worry About Fees? 0
- When It Comes To Fees, How Does A 401k Fiduciary Measure Value? 0
- Taking a Fiduciary Holistic Approach: How Can 401k Participant Data Be Used? 1
Due Diligence
The central role of the recordkeeper can create reverberations with other providers should the plan sponsor attempt to change recordkeepers. Any hiccup in the employees’ ability to manage their retirement assets can cause problems for plan sponsors.
- Investment Menu Basics for 401k Plan Sponsors Seeking To Reduce Their Fiduciary Liability 0
- The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More) 0
- Does The American Airlines ESG Fiduciary Case Suggest The End Of Active Management? 0
- Should The American Airlines ESG Fiduciary Case Be Dismissed? 0
- 401k Plan Sponsors Must Be Wary Of Fiduciary Liability Associated With Bitcoin ETFs 0
Compliance
Making matters worse is the changing regulatory environment once the new SECURE Act 2.0 rules become effective. The good news is the dust settles after that.
Opinion
2024 was a year of adaptation for retirement plan fiduciaries who navigated through regulatory changes, legal landscapes, and participant needs with a renewed focus on governance, liability management, and the holistic management of retirement plans.
- Giving Thanks To The 401k 0
- These Classic Movies (Unknowingly?) Promote The Fiduciary Standard 0
- The Irony Of Taxing 401k Plans To Save Social Security 0
- The Top Ten “Must Read” FiduciaryNews.com Articles For The Three Years Ending 12/31/22! 0
- Top 5 FiduciaryNews.com Stories In 2022 For The 401k Plan Sponsor And Fiduciary 0
Trending Topics
Ridiculous regulators, revving up the Fiduciary Rule, and emerging investment patterns.
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/22/24 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/15/24 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/8/24 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/1/24 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 2/23/24 0
