The conflicts-of-interest inherent in selecting proprietary funds are apparent. Less so are the criteria used to determine what a suitable process might be.
Most Recent Articles
- Exclusive Interview: Terrance Power On Challenges And Surprises Of 401k PEPs In 2021 0
- 401k Fiduciary Can Of Worms: Managed, Self-Directed, And TDFs! Oh, My! 0
- The Biggest 401k Fiduciary Fireworks, Fizzles, And Flops In 2021 0
- The Top Ten “Must Read” FiduciaryNews.com Articles Over The Past Three Years! 0
- Top 5 FiduciaryNews.com Stories in 2021 for the 401k Plan Sponsor and Fiduciary 0
Preferred Members Only
They’re coming for you (two parts), the Fiduciary Rule begins to have an impact, and everybody’s talking about investing.
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/7/22 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/31/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/10/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/3/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/26/21 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
Beyond the usual gestation period, here are some specific “trigger points” which plan sponsors have reacted to that have accelerated their decision to move into a PEP?
- Exclusive Interview: Peter Gulia Explains Difference Between “Settlor” (Plan Design) And “Fiduciary” (Plan Administration) Functions 0
- Exclusive Interview: Spencer Williams Says Post Separation Leakage “A Huge Problem” 1
- Exclusive Interview: Luis Aguilar On SEC/DOL Harmonization And Continuing Fiduciary Confusion 0
- 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
Education
It’s not necessarily something that can be done at the flick of a switch, but it can be baked into the process.
- How Does The Great Resignation Impact 401k Plan Sponsors? 0
- 5 Lessons To Help Convince Those Who Could Afford It To Defer Claiming Social Security 0
- Should A 401k Plan Sponsor Take On The Additional Fiduciary Liability Associated With Retirees? 0
- 3 Key Concerns 401k Plan Sponsors Want To Address Continually 0
- Did ‘Financial Wellness’ Really Ever Have The Buzz In The First Place? 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
The conflicts-of-interest inherent in selecting proprietary funds are apparent. Less so are the criteria used to determine what a suitable process might be.
- 401k Fiduciary Can Of Worms: Managed, Self-Directed, And TDFs! Oh, My! 0
- Inflation Fears: What Should 401k Plan Fiduciaries And Participants Do? 0
- How Does Embedding Retirement Income Into A Target Date Fund Work? 1
- Is Allowing Bitcoin in Retirement Accounts Dangerous For The 401k Plan Fiduciary? 0
- 5 Steps 401k Plan Sponsors Can Use To Better Align Plan Education With Plan Participant Priorities As It Relates To Risk 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? 2
- 5 “Must Read” 2015 Articles for the 401k Plan Sponsor and Fiduciary – Honorable Mention 0
Trending Topics
They’re coming for you (two parts), the Fiduciary Rule begins to have an impact, and everybody’s talking about investing.
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/7/22 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/31/21 0
- Top 5 FiduciaryNews.com Stories in 2021 for the 401k Plan Sponsor and Fiduciary 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/10/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/3/21 0
