Aside from pep talks and infusing it into their corporate culture, don’t forget that much of what is needed can be built right into the plan.
Most Recent Articles
- 5 401k Participant Savings Strategies That Are More Effective Than Projected Income Disclosure 0
- To Vote Or Not To Vote, That Is The Proxy Question For The Retirement Plan Fiduciary 0
- Reframe 401k Participant Education To Stop Stressing Risk And Start Emphasizing Goals 0
- So You Want to Be a Pooled Plan Provider? The DOL Just Issued the Rule Telling You How to Do It. This is What You’ll Learn at the 2020 401k MEP/PEP Conference 0
- Why It Might Be Time To Mix Up The Line Up In The 401k Investment Menu 0
Preferred Members Only
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- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/11/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/4/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/28/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/21/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/14/20 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
Aside from pep talks and infusing it into their corporate culture, don’t forget that much of what is needed can be built right into the plan.
- 5 401k Participant Savings Strategies That Are More Effective Than Projected Income Disclosure 0
- Reframe 401k Participant Education To Stop Stressing Risk And Start Emphasizing Goals 0
- So You Want to Be a Pooled Plan Provider? The DOL Just Issued the Rule Telling You How to Do It. This is What You’ll Learn at the 2020 401k MEP/PEP Conference 0
- 3 Plan Design Updates 401k Plan Sponsors Should Make To Older 401k Plan Documents To Better Account For Today’s Circumstances 0
- How Best to Prepare Yourself to Go from Zero to MEP/PEP in Four Months 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
Most 401k investment menus retain the “style box” mentality of the 1990s. Who doesn’t have a kitchen from the 1990s that they don’t want to remodel? Your 401k investment menu is no different.
- 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
- 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
Compliance
If a fiduciary must vote proxies, following the DOL’s guidance may represent the most practical alternative.
- 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
- 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
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
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- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/11/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/4/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/28/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/21/20 0
- FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/14/20 0
