Basic Members
5 Areas Where Target Date Funds Increase 401k Plan Sponsors’ Fiduciary Liability
When considering the potential – if not underestimated – liability associated with TDFs, perhaps it’s best to listen to the warning Cialdini provides regarding Social Proof: “It should never be trusted fully… we need to look up and around periodically whenever we are locked into the evidence of the crowd.”
Exclusive Interview: Roger Levy Says 401k Fiduciary Advisers Should Heed Results of Putnam Case
“The ruling by the First Circuit in the Putnam case further increases focus on trust law when determining the scope of fiduciary responsibility under ERISA. Prudent practice already draws on trust law and sometimes prudent practice is ahead of the courts.”
How QDIAs Have Changed the Fiduciary Role of 401k Plan Sponsors
When retirement industry professionals talk about the impact of the 2006 Pension Protection Act, you might be surprised that this is what they conclude.
The Fiduciary Parent – The Ultimate Plan Sponsor Shouldn’t Overlook this Familiar Tool
When it comes to the definitive fiduciary, no one can play that role better than the parent. Parents constantly look out for their children. They want to give their children the best possible advantage to live a better life. Why not give them the ultimate head-start?
Has New Tax Law Twisted Business Owners Best Interests When It Comes to Retirement Savings Plans?
The Tax Cuts and Jobs Act preserved the sanctity of the treasured retirement contribution deduction – it even made it more important – but it also did a few things that might surprise some business owners.
Exclusive Interview: Teresa Ghilarducci Worried About de facto Poverty in Future Retirement
“First, we need to recognize we have a problem that affects all Americans and then work to find the basic solutions we can agree on. The longer we wait, the more people will suffer and the more expensive it will be.”
Misperceptions Prevent Retirement Saving But These Remedies Can Alter That Reality
The financial decisions people make can reaffirm their perceived reality. A tweak here and there can change that reality.
How Math Anxiety Ruins Retirement – And What to Do About It
Math Anxiety can hurt retirement saving. Reversing the overall condition may be complicated. We can, however, isolate its negative impact on retirement and possibly reduce those effects.
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