This week weâll be focusing on those favorite features as judged by the retirement plan professionals we interviewed. Donât be surprised if over the next few weeks you discover that one providerâs treasure is another providerâs trash.
Tag "3(16)"
If you think the web of fiduciary duties is complex in a 401k plan that focuses on getting employees to save for retirement, imagine how much more intricate it becomes if the plan also has to cater to retired employees.
Here things get a little familiar for companies with pre-existing stand-alone 401k plans (but may need to be discovered by those without plans).
Nonetheless, there is a way to short-circuit this time-frame. You can do it, but youâve got to really want to do it.
One of the biggest risks inherent in MEPs/PEPs is coordinating all of the many moving pieces. Hereâs why people might be wrong to think they know enough about assembling a 401k MEP/PEP and regulatory compliance only heightens the potential liability.
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.
Two opposing forces, what does “fiduciary” really mean, and, speaking of conflicts-of-interest.
Evolving Retirement Savings vehicles, Beware the Fiduciary Paper Tiger, and The Magician’s (Fee) Secret.
State Run Plans DOA? Fiduciary’s Long Goodbye? and Products Trump Investments?
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.