Members Articles

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/1/23

Part-timers and retirement plans, annuities and fiduciary liability, and fads and investing.

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IBM’s New 401k Match Policy Isn’t What You Think

Eliminating the match and investing a large portion of retirement savings in bonds creates a risk. It may cause the retirement savings to go down in flames.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/24/23

Compliance up is down, only the beginning of the Fiduciary Rule, and Ch-Ch-Ch-Changes.

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Why We’re Thankful For The 401k

Let’s take some time off this week to reflect why we’re thankful for the 401k.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/17/23

Regulator clarity, a lot of movement, and the upside of high rates.

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What’s The ‘Over/Under’ On The DOL’s New Fiduciary Rule?

Between the IRA Rollover matter and the redefinition of “regular services,” there is no shortage of ways to chip away at the new Rule. What might be one way we can expect to see the industry attack the Rule in front of a judge?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/10/23

Social Security, the new Fiduciary Rule, and ignoring the elephant in Groucho’s pajamas.

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Retirement Pros Sound Off On DOL’s New Fiduciary Rule

This broader definition of fiduciary may impose a potential hardship on a segment of the retirement industry that has been trying hard to gain a foothold in plan infrastructure.

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