A few years ago, this might have been classified as a common “mistake.” Again, “mistake” is in quotes because this is less an issue for certain plans (usually small firms or particular industries) than others.
Most Recent Articles
- 7 Common 401k Mistakes It’s Hard To Convince Plan Sponsors Are Really Mistakes 1
- Common 401k Plan Sponsor Mistakes That Are Easy To Fix 0
- 60/40 Really Is Dead, And Here’s The Reason Why That No One Is Saying 0
- How Can 401k Plan Sponsors Help Retired Employees Fight Inflation – And Should They? 0
- How 401k Plan Sponsors Can Best Help Employees Think About And Define What A ‘Comfortable’ Retirement Means 0
Preferred Members Only
Compliance learning, same old fee mistakes, and ESG gets a cold fiduciary slap on the face!
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/5/22 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/29/22 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/22/22 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/15/22 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/8/22 0
MEP/PEP
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
Interviews
You probably need three to five to 10 videos for each one of those topics or personas that you have. You might have one topic that somebody who is in their early twenties versus their early fifties, is looking at very, very differently.
- 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
- 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
Education
A few years ago, this might have been classified as a common “mistake.” Again, “mistake” is in quotes because this is less an issue for certain plans (usually small firms or particular industries) than others.
- 7 Common 401k Mistakes It’s Hard To Convince Plan Sponsors Are Really Mistakes 1
- Common 401k Plan Sponsor Mistakes That Are Easy To Fix 0
- How Can 401k Plan Sponsors Help Retired Employees Fight Inflation – And Should They? 0
- How 401k Plan Sponsors Can Best Help Employees Think About And Define What A ‘Comfortable’ Retirement Means 0
- How Should Pre-Retirees Define ‘Comfortable’ Retirement? 0
Conflicts of Interest
Even if ERISA does not cover the Thrift Savings Plan, it’s worth noting the exercise of this discussion may be worthwhile to those actually do bear ERISA fiduciary responsibility.
- 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
- How 401k Plan Sponsor Fiduciary Liability Changes When Retaining Retiree Assets 0
Due Diligence
Among the tactics introduced by behavioral finance is the notion of “framing.” For individuals, however, it’s much easier to understand things if they are reframed into “buckets” representing specific individual goals.
- 5 Key Due Diligence Differences Between Analyzing CITs Risks And Analyzing Mutual Fund Risks Every 401k Fiduciary Must Know 0
- The Good, The Bad, And The Ugly On Annuities In 401k Plans 0
- Are Fiduciary Risks Worth Putting Commodities In Retirement Plans? 0
- 401k Retirement Plan Fiduciary Risk & Bonds vs. Bond Funds During Rising Inflation 0
- After Supreme Court Ruling, Are TDFs A Ticking Time Bomb Of Fiduciary Liability? 1
Compliance
Here are five regulatory worries for those on the front lines: the professionals who devote their careers to helping improve the retirement prospects of others.
- Are DOL’s ESG Tactics Backfiring With The 401k Fiduciary? 2
- Fiduciary Challenges For Merging 401k Plans 0
- Do 401k Plan Sponsor Have Fiduciary Responsibilities For Employees In Retirement? 0
- How Do You Prep For The Coming IRA Rollover Fiduciary Rule? 0
- DOL Updates Fiduciary Rule Guidelines – What Changed? 0
Opinion
Do you think five years is too ambitious of a time frame? If so, consider this: five years ago, would you have considered using your phone to buy groceries?
- 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
- 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
Trending Topics
Compliance learning, same old fee mistakes, and ESG gets a cold fiduciary slap on the face!
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/5/22 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/29/22 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/22/22 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/15/22 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/8/22 0
