A handful of web-sites have sprung up offering useful information geared specifically to 401k plan sponsors and fiduciaries. These 10 past our test as the best.
Posts From Christopher Carosa, CTFA
The adoption of a universal fiduciary standard may greatly impact how their plans operate. You might be surprised to hear what industry insiders are saying about it.
These three issues linger like a ticking time bomb. They’re out there. They’re going to go off at some point. We just don’t know when. Plan fiduciaries need to get ready for them.
These next three months may prove a watershed for 401k plan sponsors as new rules will dramatically alter how 401k plan sponsors manage their companies’ retirement plans.
Where’s the best place for the 401k plan sponsor to go for free help on their fiduciary duties and responsibilities?
If the DOL requires the 401k plan fiduciary to ignore a fund’s investment performance, but the SEC still requires funds to disclose that performance, which will 401k investors choose? More importantly, who’s left holding the liability bag?
While the passage of Health Care Reform muted the market’s momentum in late March, the Goldman Sachs hearings proved the turning point. The folks on Main Street just lost 10% of their retirement savings in less than a month. You can’t blame Wall Street for that.
Will Congress, the SEC and the DOL upgrade the current fiduciary standard to the trust model used by bank trust departments so successfully for more than a century?
Has index investing become the soma of savers? Does it place employees – and the markets – in harm’s way? By extension, has the 401k fiduciary now assumed a greater liability?
Should indirect fees matter? Academics may argue, but regulators will have the final say. Unfortunately, different definitions of fees only confound the ERISA fiduciary.
