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.
Education
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.
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?
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?
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.
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.
One of the biggest liability risks facing the ERISA/401k plan fiduciary derive from the inability to properly disclose and educate plan participants. The primary reason for this gap may be due to lack of specifics from the DOL regarding plan document contents and distribution of key information to participants. The suggestions offered by the ICI should help remedy this gap.
You may be an ERISA/401k fiduciary and not know it. The first step to reducing your personal fiduciary liability it to fully understand under what conditions you may be acting as a fiduciary.
