Members Articles
‘Just Get Them To Participate’ – Inside The Box Thinking On 401k Education
Today, more and more plan providers are thinking “inside the box,” trying to spice up employee meetings by throwing a good dose of entertainment in with the education.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/8/22
RMD mania, “Say it ain’t so, Joe,” and “”Nobody goes there anymore…”
Dull, Exclusive, & Generic: Why 401k ‘Education’ Fails To Address Financial Literacy And How To Fix It
There’s a perverse incentive working here, however. The more aggressive a plan sponsor gets in terms of promoting “financial wellness,” the more likely that plan sponsor will accidentally cross some compliance line.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/1/22
Bad Apples, 12b-1s, and messy Massachusetts.
Hughes v. Northwestern, Anyone? Why Don’t TSP Participants Deserve ERISA Fiduciary Protections?
Even if ERISA does not cover the Thrift Savings Plan, it’s worth noting the exercise of this discussion may be worthwhile to those actually do bear ERISA fiduciary responsibility.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/25/22
Government treats, tricky fees, and the lost (investing) generation.
5 Key Due Diligence Differences Between Analyzing CIT Risks And Analyzing Mutual Fund Risks Every 401k Fiduciary Must Know
Today, in reading some of the headlines, you’d think they’re greater than sliced bread. They may be. They may not be. Still, there are differences, and 401k plans sponsors would benefit from practicing the utmost in due diligence when determining if CITs are the right fit for their plan.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/18/22
RMDS, retirement age & scams, new reasons for fiduciaries to worry, and predicting bad predictions.
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