401k plan sponsors can’t afford to fall victim to the lure of heuristics. Index funds can generate just as much fiduciary headaches as actively managed funds.
Most Recent Articles
- Exclusive Interview: Pete Swisher Explains Why Companies Don’t Care About MEPs (or PEPs or Even 401k Plans) 0
- Where Can A Plan Participant Find the 401k Plan’s Investment Policy Statement? 1
- When Do 401k Plan Sponsors Usually Adopt an Investment Policy Statement? 0
- Who Is Generally Responsible For Designing, Detailing, And Approving The 401k IPS? 0
- Exclusive Interview: Ary Rosenbaum Says, Despite SECURE ACT, Some 401k MEPs Challenges Remain 0
Preferred Members Only
Retirement SECURE Act repercussions, Mass. fiduciary mess, and falling fee dominoes.
This content is not available to your membership level. It is available to: Preferred
You may register with FiduciaryNews.com for free to become a Basic Member. You may also upgrade to benefit from premium content available only to Professional and Preferred Members.
You may be seeing this because you did not Login. If you have logged in and are still seeing this, you will need to check your member level is able to access this content.
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/14/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/7/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/31/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/24/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/17/20 0
Compliance
Since the plan sponsor tends to rely on third party service providers (usually the recordkeeper) to maintain and operate these web-based gateways, this should be a significant factor when deciding which vendor to select.
- When Do 401k Plan Sponsors Usually Adopt an Investment Policy Statement? 0
- Who Is Generally Responsible For Designing, Detailing, And Approving The 401k IPS? 0
- 5 Critical Elements Every 401k IPS Must Contain to Achieve Its Primary Purpose 0
- What is the Primary Purpose of a 401k IPS? 0
- Should a Plan Sponsor Adopt a 401k Investment Policy Statement? 0
Interviews
He also reveals the greatest misconception regarding MEPs, what the SECURE Act really did, and when we might begin to see the mass media start paying attention.
- 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
- Exclusive Interview: Robert R. Johnson Says Cryptocurrency “Laughable,” Won’t End Well 1
Education
The articles that caught the greatest interest may indicate not only answers people seek but future directions they intend to go. Let’s take a look.
- To MEP Or Not To MEP? That is the SECURE 401k Question 0
- Why Are We Seeing More Cases of “Fear of Spending” Among Retirees? 1
- How to Address Top Fiduciary Issues for Trade Associations Sponsoring 401k MEPs 0
- 401k Plan Sponsors’ Fiduciary Obligation to Former Employees 0
- 5 Ways 401k Plan Sponsors Can Help Employees Nearing Retirement 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
- Self-Dealing Ban Eliminates Greatest Fiduciary Conflict-of-Interest 4
- Fiduciary Standard Quandary: First Avoid “Harm”onization 1
Due Diligence
401k plan sponsors can’t afford to fall victim to the lure of heuristics. Index funds can generate just as much fiduciary headaches as actively managed funds.
- Did Business Roundtable Just Break a Fiduciary Oath? 1
- What Do Most 401k Plan Sponsors Use: a 3(38) or a 3(21) Adviser? 1
- What’s the Difference Between 3(38) and 3(21) 401k Advisers? 1
- A Fiduciary Approach to Alternative Investments: Friend or Fad? 1
- A Fiduciary Must Confront The Fears and Fads of Market Cycles 1
Fees
Still, others remain cautious, especially given the novelty of the idea and the fact it remains untested.
- What Plan Sponsors Must Do To Avoid Fiduciary Liability From These 3 Common Fee Blunders 1
- What a Fiduciary Should Know: Down and Dirty with “Clean” Shares 1
- Exclusive Interview with David Huntley and Joseph Valletta: Plan Sponsors Need Template to Identify Fees 0
- Did DOL Fiduciary Rule FAQ Just Fire Warning Shot at Target Date Fund/Index Fund Fees? 2
- “Excessive” 401k Fees Often in the Eye of the Fund Holder 0
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
Retirement SECURE Act repercussions, Mass. fiduciary mess, and falling fee dominoes.
This content is not available to your membership level. It is available to: Preferred
You may register with FiduciaryNews.com for free to become a Basic Member. You may also upgrade to benefit from premium content available only to Professional and Preferred Members.
You may be seeing this because you did not Login. If you have logged in and are still seeing this, you will need to check your member level is able to access this content.
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/14/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/31/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/24/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/17/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/10/20 0
