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Exclusive Interview: Industry Veteran Greg Carpenter Draws a Line Against Too Much 401k Paternalism

“If you’re comfortably middle class, you can make the 401k work as a retirement vehicle.”

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/8/13

Pension confusion, more fiduciary questions and fee-caps for 401k?

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Retirement Readiness: The One True 401k Benchmark Every Fiduciary Should Measure

“The ultimate goal of a 401k plan is to maximize the participants’ retirement readiness.”

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/12/13

Senate aims to hurt retirement investors, dumbing fiduciary down and why annuities are bad.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/31/13

The week reveals the sometimes uncomfortable truth about fees, fiduciary and fixed income.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/8/13

Tax reform to take bite of 401ks? Can SEC draw fire from both sides? What is ‘Plan B’ for fees?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/2/12

A new 401k revolution? Fiduciary auditions at the SEC? Asset allocation a dinosaur?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/24/12

The Pension Plan NIMBY, putting the Fiduciary Standard in a compromising position and reinterpreting Fee Disclosure based on personal interests.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/1/12

The growing Public Employee Pension reform movement, Fiduciary Standard expected to fall victim to election year delays, a controversial 401k fee report and, surprise, did the DOL just suggest a cap on 401k menu options?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/25/12

A government 401k policy that actually worked, one that won’t work, another that will work and several 401k ideas that will never work.

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