Perhaps it’s time to cut the cord of “financial wellness” and take your tonic of financial reality. Accept the schoolmarm for the discipline she brings, because that remains the most honest way to the riches of a satisfying retirement.
Most Recent Articles
- Exclusive Interview: Ron Surz Opines on the ‘Big 3’ and ‘The Next 401k Scandal’ 0
- The Top 5 Tactics 401k Plan Sponsors Are Failing To Take Full Advantage Of Right Now 0
- 5 Factors to Retirement Independence 401k Plan Participants Overlook 0
- 401k Plans And Inflation – What Can (And Should) A Plan Sponsor Fiduciary Do? 0
- Taking a Fiduciary Holistic Approach: How Can 401k Participant Data Be Used? 1
Preferred Members Only
Government oversight, custodial fiduciaries, and investment deep dives.
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/16/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/9/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/2/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/25/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/18/21 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
Why are there two kinds of Target Date Funds and why does that doom this particular group of people saving for retirement in their company’s 401k plan?
- Exclusive Interview: Nevin Adams on “Fake Research” and Underreported Good News 0
- Exclusive Interview: In A Sneak Preview, Phyllis Borzi Speaks Frankly On ESG And Projected Income Mandate 0
- Exclusive Interview: Jack Towarnicky on HSAs, Sidecars, and 401k “Liquidity Without Leakage” 0
- 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
Education
Perhaps it’s time to cut the cord of “financial wellness” and take your tonic of financial reality. Accept the schoolmarm for the discipline she brings, because that remains the most honest way to the riches of a satisfying retirement.
- The Top 5 Tactics 401k Plan Sponsors Are Failing To Take Full Advantage Of Right Now 0
- 5 Factors to Retirement Independence 401k Plan Participants Overlook 0
- What’s Better Than a 401k for Solopreneurs? 0
- Plan Loans Address and Avoid Hardships – Today and Tomorrow! 0
- How Can 401k Plan Sponsors Best Prepare Employees For Post-Retirement Complexity? 0
Conflicts of Interest
Despite this, 401k plan sponsors can better protect their employees, even when it comes to personal data, because that data is only acquired within the context of the service provider’s relationship to the plan.
- 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
- Fiduciary Lessons from Ken Fisher Fallout 0
- How Many Small Business Owners Accidentally Trap Themselves with This Treacherous 401k Fiduciary Conflict? 1
Due Diligence
Today, many 401k plan participants have their retirement savings on “set-it-and-forget-it” autopilot. In a low inflationary environment, that might be OK. However, when the pendulum swings back towards inflation, this can leave them ill-prepared. What, exactly, can a 401k plan sponsor do within its fiduciary capacity to help plan participants incorporate inflation into their retirement planning calculus?
- Here’s Why A Good Fiduciary Is Not Always 100% Invested In Equities 0
- 7 Fiduciary Duties 401k Plan Sponsors Overlook And What They Can Do To Address Them 0
- Why Is There No Consensus On What ‘ESG’ Means? 0
- The Fiduciary Perils of Selling Short 0
- 3 Reasons Companies Should Ditch Their Stand-Alone 401k And Join A 401k PEP 0
Compliance
Although the Rule appears to be directed primarily at service providers, plan sponsors still have a fiduciary duty to monitor plan compliance, and that includes complying with the demands of this new rule.
- Fiduciary Fear And Loathing In The World Of ERISA 0
- The 401k Fiduciary Dilemma: More Participation Or More Savings? 1
- The 3 Most Critical Concerns of Small 401k Plan Sponsors 1
- 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
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 oversight, custodial fiduciaries, and investment deep dives.
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/16/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/9/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/2/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/25/21 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/18/21 0
