401k
How Johnson v. Parker-Hannifin Impacts Professional Fiduciaries And 401k Plan Sponsors
What’s one way 401k plan sponsors can ensure they establish a due diligence framework that can best reduce their fiduciary liability?
Exclusive Interview: Marcia Wagner Expands On Retirement Plan Financial Planning White Paper
I do not underestimate the ability of the plaintiff’s bar to come up with novel and clever arguments, but for the reasons set forth in the white paper I do not believe that they can construct a viable theory.
Impending SECURE Act 2.0 Auto-enrollment Requirement Prompts These Questions
Making matters worse is the changing regulatory environment once the new SECURE Act 2.0 rules become effective. The good news is the dust settles after that.
Industry Pros Comment On ERISA Advisory Council Draft Recommendations
Here the intent is to make it possible for a plan/IRA to apply the QDIA safe harbor to involuntary rollovers. But how will this impact plan participants?
How Professional Fiduciaries Can Help 401k Plan Sponsors
The tangled web of ERISA regulations grows worse each year. Is this too much for companies responsible for maintaining 401k plans?
3 ‘Must Do’ Practices To Become A Better 401k Professional Fiduciary
It’s tempting to turn your attention to your company, some academic theory, or even—hush!—“best practices.” The truth is, as a fiduciary, you only have one job.
Going Beyond Professional 401k Fiduciary Best Practices
This has been the most challenging of best practices. It has evolved over the years from “you can’t do that” to “you need to do that.” What does it take to make it better? Has the technology environment changed in such a way as to address long-standing obstacles.
Do 401k Plan Sponsors Really Believe These Reasons To Hire A Professional Fiduciary?
Here’s the real conundrum faced by 401k plan sponsors: They realize they don’t have the expertise to administer the plan. So, what do they do? It’s only natural they do seek outside help for their retirement plan. The trouble is, not all third parties are created equal. But does the average plan sponsor know this?
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.