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Tag "3(16)"

How Best to Prepare Yourself to Go from Zero to MEP/PEP in Four Months

    How Best to Prepare Yourself to Go from Zero to MEP/PEP in Four Months

Nonetheless, there is a way to short-circuit this time-frame. You can do it, but you’ve got to really want to do it.

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Why You’re Not Ready for the Coming 401k MEP/PEP Revolution (Even Though You Think You Are)

    Why You’re Not Ready for the Coming 401k MEP/PEP Revolution (Even Though You Think You Are)

One of the biggest risks inherent in MEPs/PEPs is coordinating all of the many moving pieces. Here’s why people might be wrong to think they know enough about assembling a 401k MEP/PEP and regulatory compliance only heightens the potential liability.

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The One Topic Every 401k Plan Sponsor Must Know Right Now: Fiduciary Education Curriculum (Part III)

    The One Topic Every 401k Plan Sponsor Must Know Right Now: Fiduciary Education Curriculum (Part III)

Most 401k plan sponsors will readily admit they are not experts when it comes to retirement plans. They understand they have a role in the process. They understand that role carries with it certain fiduciary obligations. They understand (and accept) that role also exposes them to liabilities. This article shows how prudent delegation can mitigate much of that fiduciary liability.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/30/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/30/18

Retirement policy retreads, fiduciary court headlines, and aligning required reporting requirements with investors’ behavior.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/16/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/16/18

Two opposing forces, what does “fiduciary” really mean, and, speaking of conflicts-of-interest.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/17/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/17/17

Evolving Retirement Savings vehicles, Beware the Fiduciary Paper Tiger, and The Magician’s (Fee) Secret.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/3/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/3/17

State Run Plans DOA? Fiduciary’s Long Goodbye? and Products Trump Investments?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/30/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/30/16

Government “Help,” Fiduciary 101 and Investing 101.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/17/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/17/16

Compliance tug of war, John Oliver speaks, and a truce in the passive-active war.

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3 Ways 401k Plan Sponsors Can Reduce Fiduciary Liability

The three standard flavors of ERISA fiduciary plus one special bonus.

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