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Did Business Roundtable Just Break a Fiduciary Oath?
The prevailing consensus has been corporate executives work for their owners (i.e., shareholders). That all changed on August 19, 2019. What are the fiduciary implications?
What Do Most 401k Plan Sponsors Use: a 3(38) or a 3(21) Adviser?
If you think this evolution is amazing, just wait until you see what changes come about once the 401kMEP starts ramping up.
How Many Small Business Owners Accidentally Trap Themselves with This Treacherous 401k Fiduciary Conflict?
It may not immediately strike small business owners that they may not have complete control or access to their own retirement assets that sit within the company plan they sponsor. After reading this, they may have second thoughts about taking any unvetted actions.
What’s the Difference Between 3(38) and 3(21) 401k Advisers?
Once 401k plan sponsors become aware of the differences between the types of service offerings, the ideal strategy is then to explicit solicit proposals for each type of offering to determine which kind of offering best serves their unique situation.
This is How 401k Plan Sponsors Get Education Answers to These Three F-Words
401k plan sponsors have a renewed focus on the three F-words of offering employee retirement benefits: Fiduciary, Fees, and Financial Wellness. Here’s how plan sponsors answer questions related to each of these three F-words.
What Will Replace “Fiduciary”?
Regulators (including the DOL) seem intent on splitting the baby in half by allowing two incompatible business models – one fiduciary with no self-dealing fees, the other non-fiduciary with conflict-of-interest fees – to coexist within the same market. Does this mean “fiduciary” has lost its inherent advantage?
What are 401k Plan Sponsors Interested in Most Right Now?
Here’s quick read with a surprise reveal. Can you find it?
Does “Fiduciary” Matter Anymore?
Was “fiduciary” done in by over-saturation? Or was it the victim of a super successful negative campaign? Or is there something missing in our analysis?
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