Education
10 Useful Web-Sites for 401k Plan Sponsors & Any ERISA Fiduciary
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.
4 Liability Reducing Strategies for Today’s 401k Plan Sponsor (Part II)
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.
Will 401k World Change by Fall? 3 Pressing Regulatory Issues 401k Plan Sponsors Need to Know Right Now (Part I of II)
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.
Is the Fiduciary Standard Enough? 3 Critical Fiduciary Duties Every ERISA Plan Sponsor Must Know
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?
2008 Market Meltdown: Are We Headed for a Repeat?
At one point within two days of a total meltdown, our financial markets appear to have recovered. Can we now say with certainty what went wrong? Will misguided “solutions” only place our markets are risk once more?
CITs in 401ks: The Good, the Bad and the Ugly
As usual, be careful about elixirs marketed as cure-alls. Personally involved in creating CITs in the early 1990s specifically to market to 401k plans, I’ll share my experiences with you here.
Inside the Numbers: Why Every 401k Fiduciary Must Read This Report
Brightscope Co-Founder Mike Alfred reveals a piece of good news for small 401k plans and makes a surprising comment on just how important a plan’s investment menu really is – or isn’t.
Michael Krause of AltaVista Research Explains the Evolution of Indexing
If the evolution of indexing over the decades tells us anything, it tells us today’s budding index products “are not your father’s” index.
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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.