“The ultimate goal of a 401k plan is to maximize the participants’ retirement readiness.”
Tag "Bradley K. Arends"
Regulators tend to focus on the measurable, not the meaningful. What may or may not have relevance in the court of law speaks volumes in the court of common sense.
The secret to successfully using behavior finance is to understand it, like the typical 401k participant, has nothing to do with investment theory.
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Government Resources
- DOL: elaws – ERISA Fiduciary Advisor
- DOL: Fiduciary Education Campaign: Getting It Right – Know Your Fiduciary Responsibilities
- DOL: Getting Ready for Changes In Filing Your Plan’s Annual Return/Report Form 5500
- DOL: Meeting Your Fiduciary Responsibilities
- DOL: Reporting and Disclosure Guide for Employee Benefit Plans
- DOL: Selecting An Auditor For Your Employee Benefit Plan
- DOL: Selecting And Monitoring Pension Consultants
- DOL: Tips For Selecting And Monitoring Service Providers For Your Employee Benefit Plan
- DOL: Understanding Retirement Plan Fees And Expenses
- DOL: What You Should Know About Your Retirement Plan
Info for Professionals
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Tags
12b-1 401k 403b 408(b)(2) active Annuity Asset Allocation auto-enrollment baby boomer court ruling disclosure DOL ERISA ETF fee Fee Disclosure Rule fiduciary Fiduciary Rule Fiduciary Standard HSA IRA IRS liability MEP Millennial Modern Portfolio Theory mutual fund passive pension plan participant plan sponsor retirement revenue sharing risk RMD Rollover Roth saving SEC Social Security state-run retirement plans target date fund tax TDF top 10
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