The decision to retain and service company retirees appears (at first blush at least) to be a no-brainer. But that includes a very important assumption.
Most Recent Articles
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- Exclusive Interview: Luis Aguilar On SEC/DOL Harmonization And Continuing Fiduciary Confusion 0
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Preferred Members Only
Inflation’s upside, acronym’s rule, and it’s easy being green.
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/8/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/1/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/24/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/17/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/10/21 0
MEP/PEP
Do you know the answers to the most important MEP/PEP questions – or do you only think you know the answers to the most important MEP/PEP questions?
- 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
- How to Address Top Fiduciary Issues for Trade Associations Sponsoring 401k MEPs 0
Interviews
“Perhaps the continued confusion can be expected given that the term ‘best interest’ is not defined in Reg BI and the word ‘fiduciary’ is not used in defining the new standard. It makes it harder to understand.”
- Exclusive Interview: Ron Surz Opines on the ‘Big 3’ and ‘The Next 401k Scandal’ 0
- Exclusive Interview: Nevin Adams on “Fake Research” and Underreported Good News 0
- Exclusive Interview: In A Sneak Preview, Phyllis Borzi Speaks Frankly On ESG And Projected Income Mandate 0
- Exclusive Interview: Jack Towarnicky on HSAs, Sidecars, and 401k “Liquidity Without Leakage” 0
- Exclusive Interview: Terrance Power Says 401k PEPs Showing “Upmarket Surprise” 2
Education
The decision to retain and service company retirees appears (at first blush at least) to be a no-brainer. But that includes a very important assumption.
- 3 Key Concerns 401k Plan Sponsors Want To Address Continually 0
- Did ‘Financial Wellness’ Really Ever Have The Buzz In The First Place? 0
- The Top 5 Tactics 401k Plan Sponsors Are Failing To Take Full Advantage Of Right Now 0
- 5 Factors to Retirement Independence 401k Plan Participants Overlook 0
- What’s Better Than a 401k for Solopreneurs? 0
Conflicts of Interest
While diligence is to be applauded, that’s not to say you can’t carry it to an extreme. If fact, some folks are so hung up on fees, they sometimes fail to see the bigger picture.
- 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
- Where and When Do 401k Fees Still Matter? 0
- How 401k Plan Sponsor Fiduciary Liability Changes When Retaining Retiree Assets 0
- Why Are We Seeing So Little Being Written About 401k Fees Now? 0
Due Diligence
It’s not a simple matter of flipping a switch and allowing cryptocurrencies in plans. Because these are alternative investments, the plan sponsor will need to learn enough about them to make an informed decision.
- 5 Steps 401k Plan Sponsors Can Use To Better Align Plan Education With Plan Participant Priorities As It Relates To Risk 0
- What Is The Best Way A Fiduciary Can Define Risk In A Way That Is Measurable, Meaningful, And Relevant? 1
- Where Did We Go Wrong With Risk? 0
- 401k Plans And Inflation – What Can (And Should) A Plan Sponsor Fiduciary Do? 0
- Here’s Why A Good Fiduciary Is Not Always 100% Invested In Equities 0
Compliance
If you think the web of fiduciary duties is complex in a 401k plan that focuses on getting employees to save for retirement, imagine how much more intricate it becomes if the plan also has to cater to retired employees.
Opinion
These are the evergreen articles that have stood the test of time. Why do you think that is so? Take a look and decide for yourself.
- Top 5 FiduciaryNews.com Stories in 2020 for the 401k Plan Sponsor and Fiduciary 0
- 3 Unintended Consequences Point Out How Robert Smith’s Honest Gift to Pay Loans Neglects Duty to Students’ Best Interest – A Lesson In Fiduciary Duty 1
- A Fiduciary Focus: 5 Steps 401k Plan Sponsors Should Resolve to Take in 2019 1
- What if the DOL Wrote the Rules of Golf? 1
- 5 “Must Read” 2015 Articles for the 401k Plan Sponsor and Fiduciary – Honorable Mention 0
Trending Topics
Inflation’s upside, acronym’s rule, and it’s easy being green.
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/8/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/1/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/24/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/17/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/10/21 0
