dbassette
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/7/22
Is this the retirement solution, why is everyone talking about investing all of the sudden, and what’s the latest on ERISA court cases?
401k Plan Sponsor Fiduciary Question: Is ESG an Investment Strategy, a Fad, or a Political Football?
More worrisome to 401k plan sponsors is the potential demand for ESG investments on the part of plan participants who may be driven toward these investment products not for investment performance, but to “make a statement.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/30/22
Fiduciary redefined, fiduciary defined by fees, and investment history and the fiduciary.
Top Issues (And Their Solutions) 401k Plan Sponsors Have With Plan Participants
To address this requires employers to do more than having a periodic “employee education” meeting. While these can help (see the previous article), more need to be done. Plan sponsors need to consider how they (and, more importantly, their service providers) deliver messages to plan participants.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/23/22
Lean news, business practice oddities, and baseball.
Top Issues (And Their Solutions) 401k Plan Sponsors Have With Education Providers
Not only does the typical plan sponsor not have investing in employee education as a high priority, but they also likely don’t have the wherewithal to monitor the consistency of how the provider runs the education program.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/16/22
Lotsa talk (but no action yet), a fee “I told you so,” and redefining investing.
Top Issues (And Their Solutions) 401k Plan Sponsors Have With Investment Providers
It’s clear that 401k plan sponsors ought to educate themselves when it comes to managing their investment provider relationship. This is the broadest fiduciary liability risk area. If plan sponsors don’t pay close attention, they may find themselves gasping for air.
Community Links
Tags
Disclaimer
The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.