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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/6/12
In a week that we featured Investment Due Diligence for 401k plans, a major court ruling shows what happened without such due diligence.
The Checklist for the Ideal 401k Investment Due Diligence Process
Thousands and thousands of words based on dozens of interviews summarized into a ten-item checklist. But, due diligence is like a river. It’s constantly moving, constantly changing.
The Ten Commandments of Selecting a Mutual Fund as a 401k Option
We trust this represents a Decalogue possessing both credence and compatibility. Not only does it make sense to use, but the vast majority of plan sponsors can easily adopt each category of scrutiny.
4 Easy Steps 401k Plan Sponsors Can Take to Insure a Well-Documented Investment Due Diligence Process
401k Plan Sponsors often see due diligence as a burden. It needn’t be.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/30/12
Now we know why Washington has been dissing the 401k, why we lost the war for the fiduciary standard and why investors keep losing money.
401k Plan Sponsor Warning: DOL May Sacrifice Fee Purity for Fee Transparency
A simple example shows how liability can increase when using 12b-1 and revenue sharing fees.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/23/12
What’s up with the anti-401k conspiracy? Is the DOL about to cave of the Fiduciary Rule?
Why the Traditional Structure of Investment Policy Statements Won’t Work for 401k Plan Sponsors
What worked in the past might mislead today. Worse, it might not include everything it needs to include. Find out what’s still useful, what isn’t and what needs to be added.
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