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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/26/23
Warnings from the Hill, waiting for Godot (again), and one step forward two steps back.
What Professional Fiduciary’s Really Think Are 401k Plan Sponsors’ Biggest Challenge
The root of these broader fiduciary concerns lies within the domain of compliance. Everything derives from what the regulators require, what any DOL audit might look at, and what might pique the interest of class-action attorneys.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/19/23
Catch-up if you can, retreat and reload, and consequences.
401k Plan Sponsor Challenges From A Professional Fiduciary’s Point Of View Per ChatGPT
Oddly the first question, the one asked from the plan sponsor’s perspective, came back with a slightly different answer (identifying appropriate investment options and then providing employee education regarding those options). This second question, from the professional fiduciary’s outlook, adds a bit of emphasis on fees. Are the different responses significant? Is the similarity in responses a problem?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/12/23
Social Security worries, another stab at a fiduciary rule, and what comes after ESG?
Evolving Definition Of Retirement Shifts The Way Plan Sponsors And Third Party Fiduciaries Manage 401k Plans
That’s what a new education can focus on. Instead of the same-old-same-old of emphasizing “saving early and often,” education should think past the sale.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/5/23
For every action… A broken clock… and… These are not the bonds you are looking for.
Does Retirement Saving Trump Tax Savings Among 401k Participants?
Here’s the irony of the tax saving incentive. If it’s wildly successful and leads to very large retirement accounts, the required minimum distributions at retirement may place the now retired employee in a higher tax bracket than the one experienced while working.
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