3(21)
Exclusive Interview: David Huntley Explains Fees Just One Component of Value
“Price (fees) are a component of value. There are many other components that make up value and the relative weight will vary from plan to plan.”
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/14/14
Longevity mania, Zeno’s Fiduciary Paradox, and why fee disclosure doesn’t work (for the umpteenth time.
3 Ways 401k Plan Sponsors Can Reduce Fiduciary Liability
The three standard flavors of ERISA fiduciary plus one special bonus.
Exclusive Interview: Jerry Schlichter Reveals 3 Ways 401k Plan Sponsors Can Avoid a Fiduciary Breach
“If diversification of products in the annuity is limited, the product may result in a fiduciary breach because…”
Exclusive Interview (Part IV): Phil Chiricotti Sees MEPs as THE Fiduciary Solution for Small Plans
“Advisors who don’t assume a 3(38) or 3(21) fiduciary position are unlikely to have an investment role.”
Exclusive Interview with Fred Reish: 401k Plan Sponsors Who Fail to Properly Evaluate Fees “at Risk”
“High” fees are not necessarily “bad” fees, and plan sponsors who don’t know why this is so may be in for some trouble.
Why Should 401k Plan Sponsors Care What Others Think About the Fiduciary Standard?
The result of a new J.D. Power & Associates survey poses a double jeopardy for 401k plan sponsors. In the end, though, there’s only one correct answer to the question.
Community Links
Tags
Disclaimer
The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.