ERISA
Coming Soon From a 401k Plan Sponsor Near You: A New and Improved Focus on Participant Education
Until communication education becomes generally accepted and standardized, it may be safer to rely on an Annual Education Program rather than an Education Policy Statement.
Industry Thought-Leaders: 401k MEPs as Safe as Any Other 401k Plan
“MEPs are less susceptible thanks to their size and their often use of multiple providers.” “MEPs really are a great solution for employers, especially small employers.”
Plan Sponsor Alert: Behavioral Finance Reframing Future of 401k
It’s clear behavioral finance and economics studies will continue to define the leading edge of 401k design and implementation.
Exclusive Interview with Phyllis C. Borzi: Why Plan Sponsors Shouldn’t Treat Their 401k Plans Like Cheap T-Shirts
Borzi: “…the average person would prefer to work with people who are legally required to provide unbiased investment advice and put the client’s interests first.”
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/20/13
Would you trust the gov with your retirement? Would you trust a non-fiduciary with your retirement? Would you trust someone who obscures fee disclosures with your retirement?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/6/13
More pension lies, to “Ayres” is human and Let’s Celebrate Fiduciary September!
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.”
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/30/13
It’s Big Guv vs. Big Guv on bankrupt cities’ public employee pensions, real fiduciary split interests and time for active investing to shine?
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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.

