Members Articles
What’s the Most Effective Way 401k Plan Sponsors Can Motivate Their Employees to Repay Their CARES Act Early Withdrawals?
Perhaps the first option to focus on is that one that involves “paying back” or “not paying back.” The rules, while straightforward to financial professionals, may be less apparent to retirement savers.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/17/20
The end of retirement? The end of “fiduciary?” The end of investing?
Why You’re Not Ready for the Coming 401k MEP/PEP Revolution (Even Though You Think You Are)
One of the biggest risks inherent in MEPs/PEPs is coordinating all of the many moving pieces. Here’s why people might be wrong to think they know enough about assembling a 401k MEP/PEP and regulatory compliance only heightens the potential liability.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/10/20
Scrutiny abounds, the quick and the dead, and another statue about to be toppled?
What Ben Franklin Might Say About the Long Term after the SECURE Act
Today, directly or indirectly (“back door”), every wage earner can contribute to a Roth IRA. So, to benefit your (great)(grand)child through “long term investing”, you might consider funding a Roth IRA and/or Roth 401k.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/3/20
More compliance that matters, a new Fiduciary Rule, and investments that don’t matter
ESG, the DOL, and the Fiduciary Imperative
The most pertinent issue may not be the fiduciary imperative, but the marketing imperative. This makes things extremely difficult for the 401k plan sponsor who may sometimes confuse which has priority. Here’s an example of why a plan sponsor might be concerned.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/26/20
Common sense at the DOL? Throwing in the Fiduciary Towel? & Ain’t It Nice To Be Talking Investing Again?
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