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Here’s How The 401k Fiduciary Dispels The “This Is Retirement?” Corona-Quarantine Fear

Many see the quarantine as a test run for retirement. There are those who view this “test run” and say they never want to retire. How do you dissuade them of this notion that they’re practicing retirement right now?

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Plan Sponsors Need To Prepare This Way To Conduct A Safe 401k Zoom Meeting

Much, if not all, of the Zoom hacking could have been prevented if the meeting hosts had just followed a few common sense rules. They start with before you even set up the meeting.

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Retirement Plan Pros Speak Out on CARES Act From a Fiduciary Perspective

This isn’t free money. It comes at a price. Many naïve folks might be salivating at the prospect of releasing these big bucks from the prison of their retirement plan… until they read the fine print.

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How Can a 401k Plan Sponsor Continue to Contribute to a Quarantined Employee’s 401k Account?

When doing what’s in the best interests of the employees takes on an entirely new meaning.

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COVID-19 Quarantine Question: How Should 401k Plan Sponsors Communicate to Employees Working From Home?

With the large influx of employees working from home, telecommuting may be here to stay. Companies need to rethink how they’ve addressed 401k communications in the past. One never knows when the “new” normal will appear.

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401k Plan Sponsors Fiduciary Duty in Light of Coronavirus Fear

Now is the time for 401k plan sponsors to seize their fiduciary mantle and provide the guidance and tools plan participants need to dodge emotional decisions that could ruin their chance for a comfortable retirement.

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This Is What You Need To Know About The 9 Components Of A 401k Plan’s Investment Policy Statement

An IPS must be thoroughly documented and clearly written and understood by all interested parties. Here’s what to include.

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When Do Index Funds Raise A Fiduciary Issue With 401k Plan Sponsors?

401k plan sponsors can’t afford to fall victim to the lure of heuristics. Index funds can generate just as much fiduciary headaches as actively managed funds.

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