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Retirement Plan Pros Speak Out on CARES Act From a Fiduciary Perspective

    Retirement Plan Pros Speak Out on CARES Act From a Fiduciary Perspective

This isn’t free money. It comes at a price. Many naïve folks might be salivating at the prospect of releasing these big bucks from the prison of their retirement plan… until they read the fine print.

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How Can a 401k Plan Sponsor Continue to Contribute to a Quarantined Employee’s 401k Account?

    How Can a 401k Plan Sponsor Continue to Contribute to a Quarantined Employee’s 401k Account?

When doing what’s in the best interests of the employees takes on an entirely new meaning.

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COVID-19 Quarantine Question: How Should 401k Plan Sponsors Communicate to Employees Working From Home?

    COVID-19 Quarantine Question: How Should 401k Plan Sponsors Communicate to Employees Working From Home?

With the large influx of employees working from home, telecommuting may be here to stay. Companies need to rethink how they’ve addressed 401k communications in the past. One never knows when the “new” normal will appear.

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401k Plan Sponsors Fiduciary Duty in Light of Coronavirus Fear

    401k Plan Sponsors Fiduciary Duty in Light of Coronavirus Fear

Now is the time for 401k plan sponsors to seize their fiduciary mantle and provide the guidance and tools plan participants need to dodge emotional decisions that could ruin their chance for a comfortable retirement.

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This Is What You Need To Know About The 9 Components Of A 401k Plan’s Investment Policy Statement

  This Is What You Need To Know About The 9 Components Of A 401k Plan’s Investment Policy Statement

An IPS must be thoroughly documented and clearly written and understood by all interested parties. Here’s what to include.

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When Do Index Funds Raise A Fiduciary Issue With 401k Plan Sponsors?

  When Do Index Funds Raise A Fiduciary Issue With 401k Plan Sponsors?

401k plan sponsors can’t afford to fall victim to the lure of heuristics. Index funds can generate just as much fiduciary headaches as actively managed funds.

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Exclusive Interview: Pete Swisher Explains Why Companies Don’t Care About MEPs (or PEPs or Even 401k Plans)

  Exclusive Interview: Pete Swisher Explains Why Companies Don’t Care About MEPs (or PEPs or Even 401k Plans)

He also reveals the greatest misconception regarding MEPs, what the SECURE Act really did, and when we might begin to see the mass media start paying attention.

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Where Can A Plan Participant Find the 401k Plan’s Investment Policy Statement?

  Where Can A Plan Participant Find the 401k Plan’s Investment Policy Statement?

Since the plan sponsor tends to rely on third party service providers (usually the recordkeeper) to maintain and operate these web-based gateways, this should be a significant factor when deciding which vendor to select.

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When Do 401k Plan Sponsors Usually Adopt an Investment Policy Statement?

  When Do 401k Plan Sponsors Usually Adopt an Investment Policy Statement?

The Investment Policy Statement is a legal plan document. It needs to be treated accordingly. This means to deliberate it with diligence before adopting it. Even when it is adopted, it must be regularly inspected and revised as needed.

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Who Is Generally Responsible For Designing, Detailing, And Approving The 401k IPS?

  Who Is Generally Responsible For Designing, Detailing, And Approving The 401k IPS?

There are many different types of plans, particularly when plan sponsors pick a 3(21) or 3(38) adviser. Which service provider arrangement a plan sponsor chooses impacts how the IPS will be constructed – and how the relevant parties contribute to that draft.

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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.