Fiduciary News

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401k Fiduciary Warning: This Is How The Supreme Court’s Chevron Decision Might Impact The Retirement Plan Industry

    401k Fiduciary Warning: This Is How The Supreme Court’s Chevron Decision Might Impact The Retirement Plan Industry

To make the procedure more agonizing, the transition away from Chevron may feel like death by a thousand cuts. But the snail-like process of the courts has its benefits.

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Plan Sponsor Worries About 401k To IRA Direct Transfers

    Plan Sponsor Worries About 401k To IRA Direct Transfers

The process of transferring assets is not without its own liabilities. The exact nature of the fiduciary risk depends on the nature of the transfer.

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Will 401k Auto-Portability Became A Cure-All Or A Fiduciary Headache?

    Will 401k Auto-Portability Became A Cure-All Or A Fiduciary Headache?

Some believe it’s destined to become a cure-all for much of what ails retirement savings today. Others, well, they’re not so sure.

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The Top Ten ‘Must Read’ FiduciaryNews.com Articles For The Five Years Ending 12/31/23!

    The Top Ten ‘Must Read’ FiduciaryNews.com Articles For The Five Years Ending 12/31/23!

These are the stories that tell us what is most on the forefront of the minds of those most involved in the retirement plan industry. It tells us both what questions they’re asking and, perhaps, why they’re asking them. The articles that make this list don’t represent fads, but the never-ending hard reality in the everyday world of 401k plan sponsors and fiduciaries.

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Top 5 FiduciaryNews.com Stories In 2023 For The 401k Plan Sponsor And Fiduciary

  Top 5 FiduciaryNews.com Stories In 2023 For The 401k Plan Sponsor And Fiduciary

What Do You Think Was The Top Fiduciary Story In 2023?

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Will These Be The Biggest 401k Fiduciary Stories In 2024?

  Will These Be The Biggest 401k Fiduciary Stories In 2024?

If you have any experience in the retirement plan business, some predictions just write themselves. As in “an incredible feeling of déjà vu.”

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The Dirty Secret About Collective Investment Trusts They Don’t Tell You

  The Dirty Secret About Collective Investment Trusts They Don’t Tell You

CITs can only be offered within the confines of a trust relationship. That means the plan itself might be structurally different than one that has an investment menu limited to mutual funds.

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IBM’s New 401k Match Policy Isn’t What You Think

  IBM’s New 401k Match Policy Isn’t What You Think

Eliminating the match and investing a large portion of retirement savings in bonds creates a risk. It may cause the retirement savings to go down in flames.

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Why We’re Thankful For The 401k

  Why We’re Thankful For The 401k

Let’s take some time off this week to reflect why we’re thankful for the 401k.

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What’s The ‘Over/Under’ On The DOL’s New Fiduciary Rule?

  What’s The ‘Over/Under’ On The DOL’s New Fiduciary Rule?

Between the IRA Rollover matter and the redefinition of “regular services,” there is no shortage of ways to chip away at the new Rule. What might be one way we can expect to see the industry attack the Rule in front of a judge?

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