Such hesitation shifts the spotlight back to fiduciary fundamentals. New rules may widen the menu, but ERISA doesn’t relax the obligation to fully understand and monitor what’s offered.
Commentary
So, reams of respondents spilled their guts: compliance is king, tech’s your knight, and referrals rule revenue (which make them your queen, but who plays the pawn in this game of fiduciary chess?).
2024 was a year of adaptation for retirement plan fiduciaries who navigated through regulatory changes, legal landscapes, and participant needs with a renewed focus on governance, liability management, and the holistic management of retirement plans.
In a strange twist of fate, it appears the newsweekly publication business model was closer to retirement in 2009 than the 401k.
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Ridiculous regulators, revving up the Fiduciary Rule, and emerging investment patterns.
More on Social Security, the new Fiduciary Rule, and tired investment ideas.
What everyone talks about, what nobody talks about, and what people should stop talking about.
5 Underreported 401k Stories From The Summer Of 2025
Not all impactful changes come from courtrooms or market forecasts. Sometimes the quietest adjustments happen in the administrative framework of retirement plans. This summer, two such moves stood out as underreported 401k stories that carry both promise and peril for fiduciaries.