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Exclusive Interview: Jerry Schlichter Says 401k Plan Sponsors Should ‘Peel The Onion’ On Fees

    Exclusive Interview: Jerry Schlichter Says 401k Plan Sponsors Should ‘Peel The Onion’ On Fees

“Industry participants also argue that the rule transforms one-off transactions into fiduciary relationships in violation of the common law, but the common law of the states is divided on this, and there is a need for a federal standard regulating investment advice fiduciaries.”

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5 Retirement Questions You Need To Answer

    5 Retirement Questions You Need To Answer

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5 Tips For 401k Plan Sponsors To Improve Retirement Saving Outcomes For Employees

    5 Tips For 401k Plan Sponsors To Improve Retirement Saving Outcomes For Employees

Plan sponsors ought naturally to know how the plan addresses the needs of their business, but do they really know how to tweak the plan to improve outcomes?

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7 Opportunities 401k Plan Sponsors Have To Improve Plan Efficiency And Effectiveness

    7 Opportunities 401k Plan Sponsors Have To Improve Plan Efficiency And Effectiveness

This isn’t a compliance audit, it’s an operating efficiency audit. That covers plenty of ground, from technology to benchmarking the value offered by the service provider.

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The Fiduciary Futility Of 401k Fees

  The Fiduciary Futility Of 401k Fees

Oddly, it’s usually the opposite for mutual funds. Actively managed (higher operating cost) funds tend to perform better during market downturns. Passive (lower operating cost) funds, on the other hand, generally perform better during growth markets.

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Investment Menu Basics for 401k Plan Sponsors Seeking To Reduce Their Fiduciary Liability

  Investment Menu Basics for 401k Plan Sponsors Seeking To Reduce Their Fiduciary Liability

If plan sponsors are working with the appropriate plan fiduciary, then an ongoing review of the fund’s performance, fees, and underlying risk should be part of their ongoing process

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Does The New Fiduciary Rule Really ‘Level The Playing Field’?

  Does The New Fiduciary Rule Really ‘Level The Playing Field’?

For all the good intentions, however, what will happen when the rubber finally meets the road? Will the new DOL Fiduciary Rule really level the playing field?

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Exclusive Interview: Dr. Peter C. Earle Answers Whether Index Funds Are Too Much Of A Good Thing

  Exclusive Interview: Dr. Peter C. Earle Answers Whether Index Funds Are Too Much Of A Good Thing

“This lack of active involvement could lead to inefficiencies, reduced liquidity, and potential market instability, as prices may not accurately reflect the underlying value of securities.”

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5 Major Advantages 401k Plans Have Over Pension Plans

  5 Major Advantages 401k Plans Have Over Pension Plans

For all the rose-colored eyes that have a created a legend flawless certitude concerning memories of a time that never existed, pension plans simply can’t measure up to 401k plans.

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Is It A Bad Thing That ERISA Killed The Pension Plan?

  Is It A Bad Thing That ERISA Killed The Pension Plan?

ERISA, it turns out, was only the first in the one-two punch that made it difficult for private companies to justify offering pensions.

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