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Tag "ERISA"

Industry Pros Comment On ERISA Advisory Council Draft Recommendations

    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?

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How Professional Fiduciaries Can Help 401k Plan Sponsors

    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?

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3 ‘Must Do’ Practices To Become A Better 401k Professional Fiduciary

    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.

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Going Beyond Professional 401k Fiduciary Best Practices

    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.

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Do 401k Plan Sponsors Really Believe These Reasons To Hire A Professional Fiduciary?

    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?

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3 Ways Pooled Plans Free Up 401k Plan Sponsors’ Time

    3 Ways Pooled Plans Free Up 401k Plan Sponsors’ Time

Not only do pooled plans reduced the administrative burden, but they can also reduce the fiduciary liability for 401k plan sponsors. If you’re not constantly looking over your shoulder, you can spend more time with your nose to the grindstone.

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Is Proposed Bill Easing 401k Participation Of Workers Under Age 21 Focusing On The Wrong Thing?

    Is Proposed Bill Easing 401k Participation Of Workers Under Age 21 Focusing On The Wrong Thing?

Any focus on younger employees in terms of saving for retirement may all be for naught. For these often lower-paid workers, the higher contribution caps for 401k plans may not any practical benefit.

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What Should 401k Plan Sponsors Do Now That The Fiduciary Rule Has Been Stayed?

    What Should 401k Plan Sponsors Do Now That The Fiduciary Rule Has Been Stayed?

The relative quickness of this one-two shot from the District Courts suggests an obvious flaw in the new Rule.

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Does The New Fiduciary Rule Really ‘Level The Playing Field’?

    Does The New Fiduciary Rule Really ‘Level The Playing Field’?

For all the good intentions, however, what will happen when the rubber finally meets the road? Will the new DOL Fiduciary Rule really level the playing field?

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The Impact Of New Fiduciary Rule On 401k Plan Sponsors

    The Impact Of New Fiduciary Rule On 401k Plan Sponsors

Here’s where the greatest controversy of the new Rule, as with its predecessors, comes to a head.

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