It’s not as if this “surprisingly secret” formula has run its course. The equation is so timeless, so simple, that it continues to work for those who have the disciple to follow its rules. Still, can today’s workers see this work for them?
Most Recent Articles
- Should A 401k Fiduciary Treat ESG As An Asset Class, A Stock Valuation Factor, Or Neither? 0
- How Best to Prepare Yourself to Go from Zero to MEP/PEP in Four Months 0
- What’s the Most Effective Way 401k Plan Sponsors Can Motivate Their Employees to Repay Their CARES Act Early Withdrawals? 0
- Why You’re Not Ready for the Coming 401k MEP/PEP Revolution (Even Though You Think You Are) 0
- What Ben Franklin Might Say About the Long Term after the SECURE Act 0
Preferred Members Only
Pension problems redux, because they are there, and playing to your strengths.
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/31/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/24/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/17/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/10/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/3/20 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
“That is one of the key weaknesses of the SEC’s Reg BI. It allows brokers to claim they are working in an investor’s best interest without being held to a legal duty of loyalty”
- 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
- Exclusive Interview: Skip Schweiss Says Public Today “Much More Aware” of Need to Work With Fiduciary 0
- Exclusive Interview: Terrance Power Tells All About What’s Changed (and More!) With 401k MEPs 0
- Exclusive Interview: Ric Edelman Says Reg BI “Unlikely to be Implemented” 0
Education
It’s not as if this “surprisingly secret” formula has run its course. The equation is so timeless, so simple, that it continues to work for those who have the disciple to follow its rules. Still, can today’s workers see this work for them?
- How Best to Prepare Yourself to Go from Zero to MEP/PEP in Four Months 0
- What’s the Most Effective Way 401k Plan Sponsors Can Motivate Their Employees to Repay Their CARES Act Early Withdrawals? 0
- Why You’re Not Ready for the Coming 401k MEP/PEP Revolution (Even Though You Think You Are) 0
- What Ben Franklin Might Say About the Long Term after the SECURE Act 0
- How Can 401k Plan Sponsors Make Employees Aware of Age-Based Social Security Risk 0
Conflicts of Interest
Therein lies the conundrum. In the current environment, it may be far easier to overlook the failure to meet benchmarks with adequate consistency than it is to ignore the du jour ad hoc definition of woke.
- How Many Small Business Owners Accidentally Trap Themselves with This Treacherous 401k Fiduciary Conflict? 1
- What Will Replace “Fiduciary”? 1
- Does “Fiduciary” Matter Anymore? 1
- When Must a Fiduciary Say “No” to No-Fee Funds? 0
- What Plan Sponsors Must Do To Avoid Fiduciary Liability From These 3 Common Fee Blunders 1
Due Diligence
ESG isn’t going away. There’s no way of telling if it’s a mood ring or a diamond ring. One thing is eminently clear: ESG is a product that people want right now. This complicates life for the retirement plan fiduciary.
- ESG, the DOL, and the Fiduciary Imperative 1
- Plan Sponsors Have This Fiduciary Duty to Structure 401k Plans to Reduce the Harm Market Inefficiencies Pose to Plan Participants 1
- This Is How We Rescued Retirement Savings From The 401k Frankenstein Created By An Infatuation With The ‘Style Box’ 0
- How Can 401k Plan Sponsors Better Shield 401k Participants From External Fraud? 0
- When Do Index Funds Raise A Fiduciary Issue With 401k Plan Sponsors? 1
Compliance
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
- Retirement Plan Pros Speak Out on CARES Act From a Fiduciary Perspective 0
- How Can a 401k Plan Sponsor Continue to Contribute to a Quarantined Employee’s 401k Account? 1
- This Is What You Need To Know About The 9 Components Of A 401k Plan’s Investment Policy Statement 0
- Where Can A Plan Participant Find the 401k Plan’s Investment Policy Statement? 1
Opinion
The entire Morehouse class of 2019 has just won a lottery of sorts. Like all lottery winners, what happens next will reveal the content of its character. And possibly reveal the ultimate fiduciary lesson.
- 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
- These 7 Megatrends Will Redefine the Future of 401k Plans 1
- 7 of the Biggest 401k Problems – And Their Solutions 2
Trending Topics
Pension problems redux, because they are there, and playing to your strengths.
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/31/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/24/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/17/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/10/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/3/20 0
