The root of these broader fiduciary concerns lies within the domain of compliance. Everything derives from what the regulators require, what any DOL audit might look at, and what might pique the interest of class-action attorneys.

- 401k Plan Sponsor Challenges From A Professional Fiduciary’s Point Of View Per ChatGPT 1
- Evolving Definition Of Retirement Shifts The Way Plan Sponsors And Third Party Fiduciaries Manage 401k Plans 0
- Does Retirement Saving Trump Tax Savings Among 401k Participants? 0
- A 401k Plan Sponsor Fiduciary Puzzle: Are Low Fees High Risk? 0
- Exclusive Interview: Expert Witness Scott Simon Testifies On Common Trust Law And The ERISA Fiduciary 0

Catch-up if you can, retreat and reload, and consequences.
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/12/23 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/5/23 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/23 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/21/23 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/14/23 0

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

“The ERISA plaintiffs’ bar has overlooked the potential value of the Restatement’s prudent investor rule and its application to litigation involving 401k plans.”
- Exclusive Interview: Nevin Adams On Being RINO—‘Retired In Name Only’ 0
- Exclusive Interview: Harold Evensky: Reg BI ‘Makes Absolutely No Sense’ 1
- Exclusive Interview: Robert Weiss Says We’ve Become ‘A Nation Of Watchers’ 0
- Exclusive Interview: Terrance Power On Challenges And Surprises Of 401k PEPs In 2021 0
- Exclusive Interview: Peter Gulia Explains Difference Between “Settlor” (Plan Design) And “Fiduciary” (Plan Administration) Functions 0

The root of these broader fiduciary concerns lies within the domain of compliance. Everything derives from what the regulators require, what any DOL audit might look at, and what might pique the interest of class-action attorneys.
- 401k Plan Sponsor Challenges From A Professional Fiduciary’s Point Of View Per ChatGPT 1
- Evolving Definition Of Retirement Shifts The Way Plan Sponsors And Third Party Fiduciaries Manage 401k Plans 0
- Does Retirement Saving Trump Tax Savings Among 401k Participants? 0
- Should 401k Plan Sponsors Teach Employees How To Create Post-Retirement Side Hustles? 0
- The Impact Of Working Retirees And The Appropriate Way 401k Plan Sponsors Should Respond To Them 1

You cannot understate the fiduciary aspect of lower fees. Most 401k plan sponsors, and especially those in smaller plans, don’t have the time or expertise to administer their company’s retirement plan. If they skimp on fees, are they also skimping on the fiduciary protection those professionals are supposed to provide?
- 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
- Where and When Do 401k Fees Still Matter? 0

While this might ruffle the feathers of ESG activists, those responsible for the day-to-day work of picking stocks have the real-world experience to fully understand where Buffett is coming from.
- Is ESG Investing A Problem For Fiduciary Duty? 0
- Can Cost Trump Your Fiduciary Duty? 0
- What Can Be Done As Rising Rates Tank Bond Funds Leaving 401k Savers Bewildered? 0
- Will DOL’s New ESG Fiduciary Rule Change How 401k Plan Sponsors Pick Investments? 0
- Crypto Craze Cracks, Raising Potential 401k Fiduciary Liability? 0

This dilemma isn’t new. Trust officers have had to face it for generations. It’s called a “split-interest” trust. Multiply this split interest problem by the number of beneficiaries in a typical retirement plan and you can see how this conflict grows more complex.
- These Least Critical 401k Fiduciary Duties Might Surprise You 0
- 401k Experts Believe These Are The Most Critical Fiduciary Priorities 0
- Have The DOL’s Fiduciary Efforts Made Things Worse? 1
- 401k Plan Sponsor Fiduciary Fears Differ From Retirement Advisers Concerns 0
- SECURE 2.0: Over-Hyped or Game-Changer? 0

We take a different approach by looking not too far back in the past. This avoids the “getting lost in the sauce of history” problem so many retrospectives have. It’s the opposite of the “recency” problem, where we place too much emphasis on that which lies closest to our memories. Often, instead, we’ll give more than proper weight to happenings in a distance that is rapidly losing relevance.
- Top 5 FiduciaryNews.com Stories In 2022 For The 401k Plan Sponsor And Fiduciary 0
- Final Fiduciary Thoughts For 2022 And What To Expect (Or Not) In 2023 0
- 5 401k Differences To Expect In 5 Years 2
- The Top Ten “Must Read” FiduciaryNews.com Articles Over The Past Five Years! 0
- Top 5 FiduciaryNews.com Stories in 2020 for the 401k Plan Sponsor and Fiduciary 0

Catch-up if you can, retreat and reload, and consequences.
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/12/23 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/5/23 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/23 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/21/23 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/14/23 0