Basic Members

Should 401k Plan Sponsors Ban Risk Tolerance Questionnaires?

Exposed as misleading as early as 1999, should 401k plan sponsors continue to risk increasing their fiduciary liability by condoning their use?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/9/13

Why government can’t solve retirement/investing problems, false fee fallout and bonds start bursting.

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What is an Appropriate Fee that a 401k Plan Should Pay?

It’s an answer everyone is searching for – and it just might surprise you.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/2/13

Pension Run Amok! Fiduciary in the Fast Lane (Not!) and relearning investments.

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Compounding: The 401k Equivalent of Cruise Control

Tax-deferred compounding is the retirement saver’s silent partner on the journey to retirement success.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/26/13

Pension Ponzi run amok, rebooting 408(b)(2) and the folly of investment products.

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Exclusive Interview with Tamar Frankel: DOL Should Return to ERISA’s Original Definition of Fiduciary

The DOL changed the original ERISA definition of Fiduciary to exempt marginal players. Those players are no longer marginal.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/19/13

A fiduciary sea change? Remember Fees? Investors and The Magician’s Trick.

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