Year: 2023
Evolving Definition Of Retirement Shifts The Way Plan Sponsors And Third Party Fiduciaries Manage 401k Plans
That’s what a new education can focus on. Instead of the same-old-same-old of emphasizing “saving early and often,” education should think past the sale.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/5/23
For every action… A broken clock… and… These are not the bonds you are looking for.
Does Retirement Saving Trump Tax Savings Among 401k Participants?
Here’s the irony of the tax saving incentive. If it’s wildly successful and leads to very large retirement accounts, the required minimum distributions at retirement may place the now retired employee in a higher tax bracket than the one experienced while working.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/23
Remember when people said it wasn’t about the return, it was about the cause. Well, it turns out it was about the return.
A 401k Plan Sponsor Fiduciary Puzzle: Are Low Fees High Risk?
You cannot understate the fiduciary aspect of lower fees. Most 401k plan sponsors, and especially those in smaller plans, don’t have the time or expertise to administer their company’s retirement plan. If they skimp on fees, are they also skimping on the fiduciary protection those professionals are supposed to provide?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/21/23
Government creep, same old fees, and what happens when fees drop.
Exclusive Interview: Expert Witness Scott Simon Testifies On Common Trust Law And The ERISA Fiduciary
“The ERISA plaintiffs’ bar has overlooked the potential value of the Restatement’s prudent investor rule and its application to litigation involving 401k plans.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/14/23
Don’t get fooled again, never give up/never surrender, and rates jumping the shark
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