FiduciaryNews

2020 • 2019 • 2018 • 2017 • 2016 • 2015 • 2014 • 2013 • 2012 • 2011 • 2010 • 2009

2020

• December 1, 2020 - This Is How Small 401k Plan Sponsors Can Best Address Their Unique Needs
• November 24, 2020 - The 3 Most Critical Concerns of Small 401k Plan Sponsors
• November 23, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/20/20
• November 17, 2020 - Market Rotation Presents Opportunity For Urgent Retirement Saver Education
• November 16, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/13/20
• November 10, 2020 - Questions 401k Plan Sponsors Are Too Busy To Ask
• November 9, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/06/20
• November 3, 2020 - The DOL’s New Back To The Future “ESG” (a.k.a. “Fiduciary”) Rule
• November 2, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/30/20
• October 27, 2020 - What Trump vs. Biden Means to 401k Plan Sponsors and the Typical Plan Fiduciary
• October 26, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/23/20
• October 20, 2020 - 5 Big Overlooked Fiduciary Errors 401k Plan Sponsors Are Making Right Now
• October 19, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/16/20
• October 13, 2020 - Why Are We Seeing So Little Being Written About 401k Fees Now?
• October 12, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/9/20
• October 6, 2020 - 401k Plan Sponsors and Fiduciaries Should Use This Innovative Approach to Employee Education
• October 5, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/2/20
• September 29, 2020 - Exclusive Interview: Ron Rhoades Warns Millennials Still Afraid Of Stocks And Suggests What To Do About It
• September 28, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/25/20
• September 22, 2020 - What Can Plan Sponsors Do To Bring Employees Up To The Optimal Deferral Target?
• September 21, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/18/20
• September 15, 2020 - 5 401k Participant Savings Strategies That Are More Effective Than Projected Income Disclosure
• September 14, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/11/20
• September 9, 2020 - To Vote Or Not To Vote, That Is The Proxy Question For The Retirement Plan Fiduciary
• September 8, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/4/20
• September 1, 2020 - Reframe 401k Participant Education To Stop Stressing Risk And Start Emphasizing Goals
• August 31, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/28/20
• August 24, 2020 - So You Want to Be a Pooled Plan Provider? The DOL Just Issued the Rule Telling You How to Do It. This is What You’ll Learn at the 2020 401k MEP/PEP Conference
• August 24, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/21/20
• August 18, 2020 - Why It Might Be Time To Mix Up The Line Up In The 401k Investment Menu
• August 17, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/14/20
• August 11, 2020 - 3 Plan Design Updates 401k Plan Sponsors Should Make To Older 401k Plan Documents To Better Account For Today’s Circumstances
• August 10, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/7/20
• August 4, 2020 - Should A 401k Fiduciary Treat ESG As An Asset Class, A Stock Valuation Factor, Or Neither?
• August 3, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/31/20
• July 28, 2020 - How Best to Prepare Yourself to Go from Zero to MEP/PEP in Four Months
• July 27, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/24/20
• July 21, 2020 - What’s the Most Effective Way 401k Plan Sponsors Can Motivate Their Employees to Repay Their CARES Act Early Withdrawals?
• July 20, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/17/20
• July 14, 2020 - Why You’re Not Ready for the Coming 401k MEP/PEP Revolution (Even Though You Think You Are)
• July 13, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/10/20
• July 7, 2020 - What Ben Franklin Might Say About the Long Term after the SECURE Act
• July 6, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/3/20
• June 30, 2020 - ESG, the DOL, and the Fiduciary Imperative
• June 29, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/26/20
• June 23, 2020 - 401k Plan Sponsors Look Before You Leap – Do MEPs Really Reduce Fees?
• June 22, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/19/20
• June 16, 2020 - Exclusive Interview: Phyllis Borzi on the SECURE Act, Target Date Funds, and “Discredited Disclosure”
• June 15, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/12/20
• June 9, 2020 - How Can 401k Plan Sponsors Make Employees Aware of Age-Based Social Security Risk
• June 8, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/5/20
• June 2, 2020 - Plan Sponsors Have This Fiduciary Duty to Structure 401k Plans to Reduce the Harm Market Inefficiencies Pose to Plan Participants
• June 1, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/29/20
• May 27, 2020 - The Road to Vainglory: How Modern Portfolio Theory Went Viral
• May 26, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/22/20
• May 19, 2020 - This Is How We Rescued Retirement Savings From The 401k Frankenstein Created By An Infatuation With The ‘Style Box’
• May 18, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/15/20
• May 12, 2020 - Will COVID-Related 401k Plan Shrinkages Push Companies to Pooled or State Solutions?
• May 11, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/8/20
• May 5, 2020 - What Can 401k Plan Sponsors Do to Discourage Unnecessary Premature Retirement Plan Withdrawals?
• May 4, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/1/20
• April 28, 2020 - How Can 401k Plan Sponsors Better Shield 401k Participants From External Fraud?
• April 27, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/24/20
• April 21, 2020 - Here’s How The 401k Fiduciary Dispels The “This Is Retirement?” Corona-Quarantine Fear
• April 20, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/17/20
• April 14, 2020 - Plan Sponsors Need To Prepare This Way To Conduct A Safe 401k Zoom Meeting
• April 13, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/10/20
• April 7, 2020 - Retirement Plan Pros Speak Out on CARES Act From a Fiduciary Perspective
• April 6, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/3/20
• March 31, 2020 - How Do 401k Plan Sponsors Administer the Plan From Home?
• March 30, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/27/20
• March 24, 2020 - How Can a 401k Plan Sponsor Continue to Contribute to a Quarantined Employee’s 401k Account?
• March 23, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/20/20
• March 17, 2020 - COVID-19 Quarantine Question: How Should 401k Plan Sponsors Communicate to Employees Working From Home?
• March 16, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/13/20
• March 10, 2020 - 401k Plan Sponsors Fiduciary Duty in Light of Coronavirus Fear
• March 9, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/6/20
• March 3, 2020 - This Is What You Need To Know About The 9 Components Of A 401k Plan’s Investment Policy Statement
• March 2, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/28/20
• February 25, 2020 - When Do Index Funds Raise A Fiduciary Issue With 401k Plan Sponsors?
• February 24, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/21/20
• February 19, 2020 - Exclusive Interview: Pete Swisher Explains Why Companies Don’t Care About MEPs (or PEPs or Even 401k Plans)
• February 18, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/14/20
• February 11, 2020 - Where Can A Plan Participant Find the 401k Plan’s Investment Policy Statement?
• February 10, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/7/20
• February 4, 2020 - When Do 401k Plan Sponsors Usually Adopt an Investment Policy Statement?
• February 3, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/31/20
• January 28, 2020 - Who Is Generally Responsible For Designing, Detailing, And Approving The 401k IPS?
• January 27, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/24/20
• January 22, 2020 - Exclusive Interview: Ary Rosenbaum Says, Despite SECURE ACT, Some 401k MEPs Challenges Remain
• January 21, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/17/20
• January 14, 2020 - 5 Critical Elements Every 401k IPS Must Contain to Achieve Its Primary Purpose
• January 13, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/10/20
• January 7, 2020 - What is the Primary Purpose of a 401k IPS?
• January 6, 2020 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/3/20

2019

• December 31, 2019 - The Decade’s Top 5 All-Time Most Popular 401k Plan Sponsor and Fiduciary “Must-Read” Articles
• December 30, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/27/19
• December 24, 2019 - Top 5 FiduciaryNews.com Stories in 2019 for the 401k Plan Sponsor and Fiduciary
• December 23, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/20/19
• December 17, 2019 - To MEP Or Not To MEP? That is the SECURE 401k Question
• December 16, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/13/19
• December 10, 2019 - Why Are We Seeing More Cases of “Fear of Spending” Among Retirees?
• December 9, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/6/19
• December 3, 2019 - Should a Plan Sponsor Adopt a 401k Investment Policy Statement?
• December 2, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/29/19
• November 26, 2019 - What is a 401k Investment Policy Statement (IPS)?
• November 25, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/22/19
• November 19, 2019 - Exclusive Interview: Skip Schweiss Says Public Today “Much More Aware” of Need to Work With Fiduciary
• November 18, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/15/19
• November 12, 2019 - The 5 Biggest Worries of 401k Plan Sponsors and What To Do About Them
• November 11, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/8/19
• November 5, 2019 - How to Address Top Fiduciary Issues for Trade Associations Sponsoring 401k MEPs
• November 4, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/1/19
• October 29, 2019 - Fiduciary Lessons from Ken Fisher Fallout
• October 28, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/25/19
• October 22, 2019 - 401k Plan Sponsors’ Fiduciary Obligation to Former Employees
• October 21, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/18/19
• October 15, 2019 - Exclusive Interview: Terrance Power Tells All About What’s Changed (and More!) With 401k MEPs
• October 14, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/11/19
• October 8, 2019 - 5 Ways 401k Plan Sponsors Can Help Employees Nearing Retirement
• October 7, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/04/19
• October 1, 2019 - A Company Fiduciary Must Ask These Questions Before Joining a 401k MEP
• September 30, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/27/19
• September 24, 2019 - A New Way to Prepare Employees for Retirement Plays to 401k Plan Sponsors’ Strengths
• September 23, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/20/19
• September 17, 2019 - Exclusive Interview: Ric Edelman Says Reg BI “Unlikely to be Implemented”
• September 16, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/13/19
• September 10, 2019 - How Reg BI Changes the Fiduciary Landscape for the 401k Plan Sponsor
• September 9, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/06/19
• September 4, 2019 - The Hidden Danger of Over-Diversification: Why 401k Plan Sponsors Must Demand Fiduciary Advisers Teach Employees When Too Much is Too Much
• September 3, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/30/19
• August 27, 2019 - Did Business Roundtable Just Break a Fiduciary Oath?
• August 26, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/23/19
• August 20, 2019 - What Do Most 401k Plan Sponsors Use: a 3(38) or a 3(21) Adviser?
• August 19, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/16/19
• August 13, 2019 - How Many Small Business Owners Accidentally Trap Themselves with This Treacherous 401k Fiduciary Conflict?
• August 12, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/9/19
• August 6, 2019 - What’s the Difference Between 3(38) and 3(21) 401k Advisers?
• August 5, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/2/19
• July 30, 2019 - This is How 401k Plan Sponsors Get Education Answers to These Three F-Words
• July 29, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/26/19
• July 23, 2019 - What Will Replace “Fiduciary”?
• July 22, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/19/19
• July 16, 2019 - What are 401k Plan Sponsors Interested in Most Right Now?
• July 15, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/12/19
• July 9, 2019 - Does “Fiduciary” Matter Anymore?
• July 8, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/5/19
• July 2, 2019 - 5 Top Education Topics 401k Plan Sponsors Need To Ask About But Don’t
• July 1, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/28/19
• June 25, 2019 - Exclusive Interview: Robert R. Johnson Says Cryptocurrency “Laughable,” Won’t End Well
• June 24, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/21/19
• June 18, 2019 - A Fiduciary Approach to Alternative Investments: Friend or Fad?
• June 17, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/14/19
• June 11, 2019 - A Fiduciary Must Confront The Fears and Fads of Market Cycles
• June 10, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/7/19
• June 4, 2019 - The Fiduciary Duty to Investigate Conflicts-of-Interests with “Zero” and “Negative” Fee Funds
• June 3, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/31/19
• May 29, 2019 - 3 Unintended Consequences Point Out How Robert Smith’s Honest Gift to Pay Loans Neglects Duty to Students’ Best Interest – A Lesson In Fiduciary Duty
• May 28, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/24/19
• May 21, 2019 - The One Topic Every 401k Plan Sponsor Must Know Right Now: Fiduciary Education Curriculum (Part III)
• May 20, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/17/19
• May 14, 2019 - The Meat and Potatoes Topics of 401k Plan Sponsor Training: Fiduciary Education Curriculum (Part II)
• May 13, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/10/19
• May 7, 2019 - 5 Critical Topics to Teach 401k Plan Sponsors: Fiduciary Education Curriculum (Part I)
• May 6, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/3/19
• April 30, 2019 - Exclusive Interview: Blaine Aikin says DOL Fiduciary Rule’s “Lasting Impact Lives On”
• April 29, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/26/19
• April 23, 2019 - Tax Law Fallout Yields These Five Fiduciary Facts For Retirement Savings
• April 22, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/19/19
• April 16, 2019 - How to Counter the Top 5 Excuses People Are Using to Explain Why They’re Not Saving Right Now for Their Own Retirement
• April 14, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/12/19
• April 9, 2019 - 401k Plan Sponsors Are Asking For These Employee Educational Topics
• April 8, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/5/19
• April 2, 2019 - How 401k Plan Sponsors Can Mitigate Fiduciary Liability Associated with Target Date Funds
• April 1, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/29/19
• March 26, 2019 - 5 Areas Where Target Date Funds Increase 401k Plan Sponsors’ Fiduciary Liability
• March 25, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/22/19
• March 19, 2019 - Exclusive Interview: Roger Levy Says 401k Fiduciary Advisers Should Heed Results of Putnam Case
• March 18, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/15/19
• March 12, 2019 - How QDIAs Have Changed the Fiduciary Role of 401k Plan Sponsors
• March 11, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/8/19
• March 5, 2019 - The Fiduciary Parent – The Ultimate Plan Sponsor Shouldn’t Overlook this Familiar Tool
• March 4, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/1/19
• February 26, 2019 - Has New Tax Law Twisted Business Owners Best Interests When It Comes to Retirement Savings Plans?
• February 25, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/22/19
• February 20, 2019 - Exclusive Interview: Teresa Ghilarducci Worried About de facto Poverty in Future Retirement
• February 19, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/15/19
• February 12, 2019 - Misperceptions Prevent Retirement Saving But These Remedies Can Alter That Reality
• February 11, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/8/19
• February 5, 2019 - How Math Anxiety Ruins Retirement – And What to Do About It
• February 4, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/1/19
• January 29, 2019 - 4th Quarter Fallout: Mistakes 401k Participant Might Make After Reading Their Latest Statement
• January 28, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/25/19
• January 23, 2019 - Exclusive Interview: Vic Ricciardi Says “Status Quo” Bias Thwarts Broader Acceptance of Behavioral Finance
• January 22, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/18/19
• January 15, 2019 - Recent Market Volatility Has Revealed This About Target Date Funds
• January 14, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/11/19
• January 8, 2019 - Will 401k Plan Sponsors Fall for These Over-Hyped Topics?
• January 7, 2019 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/4/19
• January 2, 2019 - A Fiduciary Focus: 5 Steps 401k Plan Sponsors Should Resolve to Take in 2019

2018

• December 31, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/28/18
• December 26, 2018 - 401k Plan Sponsor and Fiduciary Top 5 All-Time Most Popular “Must-Read” Articles
• December 24, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/21/18
• December 18, 2018 - Top 5 FiduciaryNews.com Stories in 2018 for the 401k Plan Sponsor and Fiduciary
• December 17, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/14/18
• December 11, 2018 - 3 Reasons 401k Plan Sponsors are Smiling
• December 10, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/07/18
• December 4, 2018 - Top 5 Challenges Too Many 401k Plan Sponsors Aren’t Aware of
• December 3, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/30/18
• November 27, 2018 - 7 Concerns on the Forefront of 401k Plan Sponsors’ Minds Right Now
• November 26, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/23/18
• November 20, 2018 - Rethinking Performance Standards (Part II – The Solution)
• November 19, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/16/18
• November 13, 2018 - Rethinking Performance Standards (Part I – The Fatal Flaw)
• November 12, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/9/18
• November 6, 2018 - The Fiduciary Parent: How to Best Protect Your Child From the Day When the Promise of Social Security Finally Fails
• November 5, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/2/18
• October 30, 2018 - How a Fiduciary Can Better Prepare Pre-Retirees to Avoid that “What’s Missing” Feeling in Retirement
• October 29, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/26/18
• October 23, 2018 - 3 Ways Retirees Adjust Their Lives Once They Discover Their Pre-Retirement Assumptions are Mistaken
• October 22, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/19/18
• October 16, 2018 - Exclusive Interview: Chuck Underwood Explains Why the Generations View Money Differently
• October 15, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/12/18
• October 9, 2018 - New Fiduciary Role: What Happens When the Retirement Honeymoon is Over?
• October 8, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/5/18
• October 2, 2018 - When Must a Fiduciary Say “No” to No-Fee Funds?
• October 1, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/28/18
• September 25, 2018 - What Every Company 401k Plan Fiduciary Needs to Know about MEPs
• September 24, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/21/18
• September 18, 2018 - Exclusive Interview: Harold Evensky says DOL Fiduciary Opened “Good” Pandora’s Box
• September 17, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/14/18
• September 12, 2018 - Why Phyllis Borzi is Now Pessimistic On the Plight of a Uniform Fiduciary Standard
• September 11, 2018 - What Will the Fiduciary Standard Look Like in Five Years?
• September 9, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/7/18
• September 5, 2018 - The SEC’s “Best Interest” Proposal – A Step Forward or a Set Back?
• September 4, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/31/18
• August 28, 2018 - DOL Fiduciary Rule Post-Mortem: How Long Will the Taste Linger?
• August 27, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/24/18
• August 21, 2018 - Exclusive Interview: MoneyTrack’s Pam Krueger Says It’s Time for Industry and Regulators to “Pick a Lane”
• August 20, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/17/18
• August 14, 2018 - As a Professional Fiduciary, You Must Never Do Any of These 7 Things
• August 13, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/10/18
• August 7, 2018 - 7 Rules Every Professional Fiduciary Must Follow
• August 6, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/3/18
• July 31, 2018 - 5 Examples of Self-Dealing Transactions that are Prohibited as a Result of Fiduciary Duty
• July 30, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/27/18
• July 24, 2018 - The Three Most Important Practical Things You Must Know as a Professional Fiduciary
• July 23, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/20/18
• July 17, 2018 - Exclusive Interview: NAPA President-Elect Jania Stout Explains How to Keep HSA From Cannibalizing Retirement Savings
• July 16, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/13/18
• July 10, 2018 - Ongoing Debate: When (If Ever) Can a Fiduciary Legally Engage in Self-Dealing?
• July 9, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/6/18
• July 3, 2018 - Must Read for the Summer: Top Fiduciary Questions 401k Plan Sponsors Must Ask (But Sometimes Don’t)
• July 2, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/29/18
• June 26, 2018 - 7 Steps to Teach Your Child Good Financial Habits
• June 25, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/22/18
• June 19, 2018 - Exclusive Interview: Kiplinger Retirement Report Editor Rachel Sheedy Reveals the One Retirement Question People aren’t Considering But Should
• June 18, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/15/18
• June 12, 2018 - Depending on Your Age, This Will Protect You from a Social Security FAIL
• June 11, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/8/18
• June 5, 2018 - What Plan Sponsors Must Do To Avoid Fiduciary Liability From These 3 Common Fee Blunders
• June 4, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/1/18
• May 30, 2018 - Yes, Separately Managed 401k Account Pose Risks to Plan Sponsors, But These Steps Can Reduce Their Fiduciary Liability
• May 29, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/25/18
• May 22, 2018 - How a Fiduciary Answers the Individual Stocks vs. Mutual Fund Question
• May 21, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/18/18
• May 15, 2018 - Exclusive Interview: Phyllis Borzi says Original Fiduciary 5-Part Test Left Plan Sponsors “Holding the Bag”
• May 14, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/11/18
• May 8, 2018 - It’s Not the Professional Title, But This Written Document That Creates a Fiduciary Relationship
• May 7, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/4/18
• May 1, 2018 - Self-Dealing Ban Eliminates Greatest Fiduciary Conflict-of-Interest
• April 30, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/18
• April 24, 2018 - Is “Active Share” the New Phrenology?
• April 23, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/20/18
• April 17, 2018 - Exclusive Interview: Fred Reish says DOL “Conflicted” Over Conflict-of-Interest Rule Appeal
• April 16, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/13/18
• April 10, 2018 - What Can Business Owners Do Before the Deadline to Save More for Retirement?
• April 9, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/6/18
• April 3, 2018 - How Financial Pros Teach Their Own Kids About Money
• April 2, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/30/18
• March 27, 2018 - The Greatest 401(k) Book Sequel Ever, by Ary Rosenbaum – Chapter 3
• March 26, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/23/18
• March 20, 2018 - Exclusive Interview: Ary Rosenbaum says Scottrade Still on the Hook Despite 5th Circuit Ruling
• March 19, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/16/18
• March 13, 2018 - Much Ado About Nothing Saved for Retirement? Why Social Security Alone May Be Enough
• March 12, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/9/18
• March 6, 2018 - The Shocking Truth of Supply and Demand in the Markets and the Retirement Saver’s Best Interest
• March 5, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/2/18
• February 27, 2018 - What Bagels, Loss Aversion, and Reframing the Company Match Can Show the 401k Fiduciary About How to Help Employees Save More Money for Retirement
• February 26, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/23/18
• February 21, 2018 - Exclusive Interview: David Levine: 401k Plan Sponsors Must Separate These Fiduciary Rule Facts from Fiction
• February 20, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/16/18
• February 13, 2018 - Gig Workers Saving for Retirement – What’s in Their Best Interest?
• February 12, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/9/18
• February 6, 2018 - A Fundamental Economic Fact Fiduciaries Use to Fight Fear of Falling Markets
• February 5, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/2/18
• January 30, 2018 - 5 Most Important Financial Concepts a Fiduciary Must Teach
• January 29, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/26/18
• January 23, 2018 - Child IRA Chapter Excerpt: “Gaming & Saving”
• January 22, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/19/18
• January 17, 2018 - Exclusive Interview: Harold Evensky on Fiduciary: The Name is the Game
• January 16, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/12/18
• January 9, 2018 - Retirement Pros Reveal Their Own Best Interests When It Comes to Their Retirement Plans
• January 8, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/5/18
• January 3, 2018 - How Can Fiduciaries Use New Tax Cuts to Nudge 401k and IRA Retirement Savers?
• January 2, 2018 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/29/17

2017

• December 27, 2017 - Top 5 FiduciaryNews.com Stories in 2017 for the 401k Plan Sponsor and Fiduciary
• December 26, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/22/17
• December 19, 2017 - Exclusive Interview: Ted Beck – 401k Process Must Be Demystified
• December 18, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/15/17
• December 12, 2017 - How Anchoring Hurts 401k Retirement Savers
• December 11, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/8/17
• December 5, 2017 - Will Record Breaking Market be the Anchor that Sinks 401k Savers?
• December 5, 2017 - 5 Reasons Why It’s Better to Benchmark Based on Personalized GOT Return Requirement Instead of Any Particular Market Return
• December 5, 2017 - 5 Sample Techniques to Convince Retirement Savers to Focus on Their Own GOT Rather than Current Market Returns
• December 4, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/1/17
• November 28, 2017 - 5 Awkward 401k Questions Every Good Fiduciary Must Know the Answer To
• November 27, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/24/17
• November 21, 2017 - Exclusive Interview: DCALTA’s Jonathan Epstein Explains How You Might be More Familiar with Alternative Investments Than You Think
• November 20, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/17/17
• November 14, 2017 - Fiduciary Standard Quandary: First Avoid “Harm”onization
• November 13, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/10/17
• November 7, 2017 - Tax Reform Surprise: Congress Slips in 401k MEP Broadside
• November 6, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/3/17
• October 31, 2017 - If Retirement Pros Set Tax Policy Instead of Politicians, This is What We’d Get
• October 30, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/27/17
• October 24, 2017 - Retirement Pros Reveal Worst Fears Regarding Tax Reform
• October 23, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/20/17
• October 17, 2017 - Exclusive Interview: Barbara Roper Says Mere Disclosure Inadequate for Fiduciary Advice
• October 16, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/13/17
• October 10, 2017 - What a Fiduciary Should Know: Down and Dirty with “Clean” Shares
• October 9, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/6/17
• October 3, 2017 - 401k: Kill it or Expand Its Reach?
• October 2, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/29/17
• September 26, 2017 - Guidelines for Minor Children: How to Avoid a Personal Retirement Crisis
• September 25, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/22/17
• September 19, 2017 - Ted Talks! The Benna401k Comes Alive
• September 19, 2017 - Exclusive Video Interview: Ted Benna One-on-One
• September 18, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/15/17
• September 12, 2017 - Social Security – A Promise Breaking?
• September 11, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/8/17
• September 6, 2017 - Did the 401k Really Kill the Pension Plan?
• September 6, 2017 - The Rise and Demise of Corporate Pension Plans
• September 5, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/1/17
• August 29, 2017 - 5 Reasons Why Roth Plans are More Popular with Millennials than Baby Boomers
• August 28, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/25/17
• August 22, 2017 - The True Legacy of Ben Franklin’s Last Will and Testament
• August 21, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/18/17
• August 15, 2017 - What Ben Franklin Might Tell a 401k Fiduciary to Say at an Enrollment Meeting
• August 14, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/11/17
• August 8, 2017 - A Last Minute 5 Point Checklist Once You’ve Decided Whether to Convert to a Roth
• August 8, 2017 - 5 Reasons to Convert to a Roth
• August 8, 2017 - 401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions
• August 8, 2017 - 7 “It Depends” Reasons to Avoid Converting to a Roth
• August 7, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/4/17
• August 1, 2017 - Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools
• July 31, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/28/17
• July 25, 2017 - A Better Way to Set Retirement Goals
• July 24, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/21/17
• July 18, 2017 - Exclusive Interview: Dale Neibert Explains 21st Century 401k Plan Design
• July 17, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/14/17
• July 11, 2017 - The Folly of Risk and the 401k Fiduciary
• July 10, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/7/17
• July 5, 2017 - The #1 Retirement Goal for Retirees and the Most Useful Strategy to Get There
• July 3, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/30/17
• June 27, 2017 - The 3 Biggest Service Provider Mistakes 401k Plan Sponsors Make
• June 26, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/23/17
• June 20, 2017 - Exclusive Interview with Charles Field: Less Restrictive Open 401k MEPs Relieve Some Burdens for Smaller Employers
• June 19, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/16/17
• June 13, 2017 - What’s the Immediate Impact of the DOL Fiduciary Rule on Current IRA Holders and Future Rollovers?
• June 12, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/9/17
• June 6, 2017 - What’s the Immediate Impact of the DOL Fiduciary Rule on 401k Plan Sponsors?
• June 5, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/2/17
• May 31, 2017 - The #1 Retirement Saving Goal for People in Their 60s and the Most Useful Strategy to Get There
• May 30, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/26/17
• May 23, 2017 - 4 Specific Examples When “Socially Responsible” Investing Does Not Breach One’s Fiduciary Duty
• May 23, 2017 - 5 Specific Examples when “Socially Responsible” Investing Crosses the Line and Breaches One’s Fiduciary Duty
• May 23, 2017 - When Does “Socially Responsible” Investing Violate Fiduciary Duty?
• May 22, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/19/17
• May 16, 2017 - Exclusive Interview with Duane Thompson: Expect the Fiduciary Rule to Go Live on June 9th
• May 15, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/12/17
• May 9, 2017 - How the Media and Markets Conspire to Thwart Retirement Savers
• May 8, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/5/17
• May 2, 2017 - The #1 Retirement Saving Goal for People in Their 50s and the Most Useful Strategy to Get There
• May 1, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/17
• April 25, 2017 - Retirement Savers’ Most Taxing Misconceptions
• April 24, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/21/17
• April 18, 2017 - Exclusive Interview with Ron Rhoades: “I am opposed to the entire concept of government-run plans”
• April 17, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/14/17
• April 11, 2017 - How a Fiduciary Should Explain “Growth” and “Value” Investing Styles
• April 10, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/7/17
• April 4, 2017 - The #1 Retirement Saving Goal for People in Their 40s and the Most Useful Strategy to Get There
• April 3, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/31/17
• March 28, 2017 - The Top Seven Questions Retirement Savers Fail to Ask But Should
• March 27, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/24/17
• March 21, 2017 - Exclusive Interview with David Huntley and Joseph Valletta: Plan Sponsors Need Template to Identify Fees
• March 20, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/17/17
• March 14, 2017 - When is it OK (and not OK) to mix TDFs with other funds?
• March 14, 2017 - 401k Plan Sponsors Need to Know the Good, the Bad, and Why TDFs are So Popular
• March 13, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/10/17
• March 9, 2017 - What if the DOL Wrote the Rules of Golf?
• March 7, 2017 - The #1 Retirement Saving Goal for People in Their 30s and the Most Useful Strategy to Get There
• March 6, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/3/17
• February 28, 2017 - Are We Better Off With or Without ERISA? And What are the Implications?
• February 27, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/24/17
• February 22, 2017 - Exclusive Interview with Ted Benna: Quits Supporting Fiduciary Rule, says “Not Sufficient”
• February 21, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/17/17
• February 14, 2017 - The #1 Retirement Saving Goal for People in Their 20s and the Most Useful Strategy to Get There
• February 13, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/10/17
• February 7, 2017 - Fiduciary Rule SNAFU: What Happened, What Happens Next, and Does It Really Matter?
• February 6, 2017 - FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week E