Fiduciary News

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Education

The 401k’s Past Is Not Its Future

    The 401k’s Past Is Not Its Future

The story arc of the 401k mimics that of software. Each release adds to and builds on features and benefits over and above those of previous releases.

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How 20-Year-Olds Invested Over The Generations Reveals Key Fiduciary Tips For 401k Plan Sponsors

    How 20-Year-Olds Invested Over The Generations Reveals Key Fiduciary Tips For 401k Plan Sponsors

It might suit 401k plan sponsors and fiduciaries to tell this story of the generations to help the next generation avoid the mistakes of past generations. This tale provides many good tips about the dangers of investing in extremes, be they too conservative or too aggressive.

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How Might Employers Help Retiring Employees Learn To Earn Extra Income Post-Retirement?

    How Might Employers Help Retiring Employees Learn To Earn Extra Income Post-Retirement?

While retirees and near-retirees may be considering starting a small side business, many don’t have any entrepreneurial experience. How might they find answers to the questions they have?

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10 Questions Those 50+ Are Asking Right Now About Their 401k Retirement Savings Account

    10 Questions Those 50+ Are Asking Right Now About Their 401k Retirement Savings Account

If you’re over fifty, that gold watch gleams closer and closer. You start thinking. You start wondering. You start asking questions.

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Top Issues (And Their Solutions) 401k Plan Sponsors Have With Plan Participants

    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.

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Top Issues (And Their Solutions) 401k Plan Sponsors Have With Education Providers

    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.

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Top Issues (And Their Solutions) 401k Plan Sponsors Have With Payroll Processors

    Top Issues (And Their Solutions) 401k Plan Sponsors Have With Payroll Processors

How do you solve, for example, the problem of integration between the payroll software and the 401k recordkeeper’s website?

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5 Uncommon 401k Plan Sponsor Mistakes That Shouldn’t Ever Happen

    5 Uncommon 401k Plan Sponsor Mistakes That Shouldn’t Ever Happen

A few years ago, this might have been classified as a common “mistake.” Again, “mistake” is in quotes because this is less an issue for certain plans (usually small firms or particular industries) than others.

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7 Common 401k Mistakes It’s Hard To Convince Plan Sponsors Are Really Mistakes

    7 Common 401k Mistakes It’s Hard To Convince Plan Sponsors Are Really Mistakes

Common mistakes. Non-believing 401k plan sponsors. How many of these have you seen? What have you done to address the dilemma of what to do when the client isn’t always right?

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