FiduciaryNews

Hosting an industry conference? Ask us about including it in this ticker.

Basic Members

Why Are We Seeing So Little Being Written About 401k Fees Now?

    Why Are We Seeing So Little Being Written About 401k Fees Now?

Today, the understanding of conflict-of-interest fees goes well beyond plan sponsors. Individual investors also understand how they can act as a better fiduciary for their own personal investments.

0 comment Read Full Article

401k Plan Sponsors and Fiduciaries Should Use This Innovative Approach to Employee Education

    401k Plan Sponsors and Fiduciaries Should Use This Innovative Approach to Employee Education

If you are responsible for 401k participant education or in any form of employee-based financial literacy program, you may want to adopt methods used by others who teach adults.

0 comment Read Full Article

Exclusive Interview: Ron Rhoades Warns Millennials Still Afraid Of Stocks And Suggests What To Do About It

    Exclusive Interview: Ron Rhoades Warns Millennials Still Afraid Of Stocks And Suggests What To Do About It

The 2020 Frankel Fiduciary Prize Award winner leaves nothing untouched on this wide-ranging interview that will amaze and delight you.

0 comment Read Full Article

What Can Plan Sponsors Do To Bring Employees Up To The Optimal Deferral Target?

    What Can Plan Sponsors Do To Bring Employees Up To The Optimal Deferral Target?

Aside from pep talks and infusing it into their corporate culture, don’t forget that much of what is needed can be built right into the plan.

0 comment Read Full Article

5 401k Participant Savings Strategies That Are More Effective Than Projected Income Disclosure

  5 401k Participant Savings Strategies That Are More Effective Than Projected Income Disclosure

All these strategies can be employed today and have proven themselves effective. It’s unclear that disclosing projected retirement income will provide the kind of incentive that will work.

0 comment Read Full Article

To Vote Or Not To Vote, That Is The Proxy Question For The Retirement Plan Fiduciary

  To Vote Or Not To Vote, That Is The Proxy Question For The Retirement Plan Fiduciary

If a fiduciary must vote proxies, following the DOL’s guidance may represent the most practical alternative.

0 comment Read Full Article

Reframe 401k Participant Education To Stop Stressing Risk And Start Emphasizing Goals

  Reframe 401k Participant Education To Stop Stressing Risk And Start Emphasizing Goals

It’s fun to talk about “risk” and “return” because these are measurables and people are comfortable with the tangible world. But none of that touches upon what really matters. Worse, it can distract you from achieving what you want most.

0 comment Read Full Article

So You Want to Be a Pooled Plan Provider? The DOL Just Issued the Rule Telling You How to Do It. This is What You’ll Learn at the 2020 401k MEP/PEP Conference

  So You Want to Be a Pooled Plan Provider? The DOL Just Issued the Rule Telling You How to Do It.  This is What You’ll Learn at the 2020 401k MEP/PEP Conference

Reports say the DOL expects 3,200 registered PPPs when PEPs become effective next January. Do you expect to be one of them, or will you be working for someone else?

0 comment Read Full Article

Why It Might Be Time To Mix Up The Line Up In The 401k Investment Menu

  Why It Might Be Time To Mix Up The Line Up In The 401k Investment Menu

Most 401k investment menus retain the “style box” mentality of the 1990s. Who doesn’t have a kitchen from the 1990s that they don’t want to remodel? Your 401k investment menu is no different.

0 comment Read Full Article

3 Plan Design Updates 401k Plan Sponsors Should Make To Older 401k Plan Documents To Better Account For Today’s Circumstances

  3 Plan Design Updates 401k Plan Sponsors Should Make To Older 401k Plan Documents To Better Account For Today’s Circumstances

It’s not as if this “surprisingly secret” formula has run its course. The equation is so timeless, so simple, that it continues to work for those who have the disciple to follow its rules. Still, can today’s workers see this work for them?

0 comment Read Full Article
1 2 3 108

FiduciaryNews.com is sponsored by…

Vote in our Poll

Disclaimer

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.