You might think you can ignore PEPs. And you might be in for a surprise.
Most Recent Articles
- Exclusive Interview: Jack Towarnicky on HSAs, Sidecars, and 401k “Liquidity Without Leakage” 0
- Fixable Obstacles IRA Fiduciaries Must Confront Right Now 0
- The Fiduciary Perils of Selling Short 0
- 3 Reasons Companies Should Ditch Their Stand-Alone 401k And Join A 401k PEP 0
- Exclusive Interview: Terrance Power Says 401k PEPs Showing “Upmarket Surprise” 2
Preferred Members Only
Government-sponsored retirement, fiduciary lives for another day, and a new king of Wall Street.
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/12/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/5/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/29/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/22/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/15/21 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
Long industry veteran tells it like it is. How will his comments change your thoughts on these important subjects?
- Exclusive Interview: Terrance Power Says 401k PEPs Showing “Upmarket Surprise” 2
- Exclusive Interview: Jean-Pierre Aubry Explains Research That Concludes ESG Investments Do Not Belong In Retirement Plans 0
- Exclusive Interview: Ron Rhoades Warns Millennials Still Afraid Of Stocks And Suggests What To Do About It 0
- Exclusive Interview: Phyllis Borzi on the SECURE Act, Target Date Funds, and “Discredited Disclosure” 1
- Exclusive Interview: Pete Swisher Explains Why Companies Don’t Care About MEPs (or PEPs or Even 401k Plans) 0
Education
You might think you can ignore PEPs. And you might be in for a surprise.
- Fixable Obstacles IRA Fiduciaries Must Confront Right Now 0
- 3 Reasons Companies Should Ditch Their Stand-Alone 401k And Join A 401k PEP 0
- Plan Sponsor Primer: How is an Open 401k MEP/PEP Different From a Stand-Alone 401k Plan? 0
- Looking Ahead: 401k Plan Sponsors Issues Coming in 2021 0
- This Is How Small 401k Plan Sponsors Can Best Address Their Unique Needs 0
Conflicts of Interest
Today, the understanding of conflict-of-interest fees goes well beyond plan sponsors. Individual investors also understand how they can act as a better fiduciary for their own personal investments.
Due Diligence
As you’ll see in a moment, there are situations when it does make sense to sell short that are consistent with one’s fiduciary duty. Still, the dangers are there and it’s best to proceed into this financial minefield only with the most expert of advice.
- 3 Reasons Companies Should Ditch Their Stand-Alone 401k And Join A 401k PEP 0
- Do 401k MEP/PEPs Really Reduce Fiduciary Liability for Member Companies? 0
- Why It Might Be Time To Mix Up The Line Up In The 401k Investment Menu 0
- Should A 401k Fiduciary Treat ESG As An Asset Class, A Stock Valuation Factor, Or Neither? 0
- ESG, the DOL, and the Fiduciary Imperative 1
Compliance
In the end, this all comes down to one final concern, and it’s one that is typically not even considered.
- The DOL’s New Back To The Future “ESG” (a.k.a. “Fiduciary”) Rule 0
- What Trump vs. Biden Means to 401k Plan Sponsors and the Typical Plan Fiduciary 0
- 5 Big Overlooked Fiduciary Errors 401k Plan Sponsors Are Making Right Now 1
- To Vote Or Not To Vote, That Is The Proxy Question For The Retirement Plan Fiduciary 0
- 401k Plan Sponsors Look Before You Leap – Do MEPs Really Reduce Fees? 1
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
Government-sponsored retirement, fiduciary lives for another day, and a new king of Wall Street.
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/12/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/5/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/29/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/22/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/15/21 0
