ERISA
Why Is There No Consensus On What ‘ESG’ Means?
It is the world we inhabit right now. Your company is good for the world because you say so. And no one can legitimately argue with your feelings.
Fiduciary Fear And Loathing In The World Of ERISA
Thoughtleaders with the veteran experience to sift through the noise and separate the wheat of solid trends from the chaff of tiresome fads. Accurately discerning between the two can mean the difference between long-term sustainability and irretrievably sunk costs.
Exclusive Interview: Jack Towarnicky on HSAs, Sidecars, and 401k “Liquidity Without Leakage”
Long industry veteran tells it like it is. How will his comments change your thoughts on these important subjects?
Do 401k MEP/PEPs Really Reduce Fiduciary Liability for Member Companies?
Here things get a little familiar for companies with pre-existing stand-alone 401k plans (but may need to be discovered by those without plans).
5 Big Overlooked Fiduciary Errors 401k Plan Sponsors Are Making Right Now
Sometimes when you try your best, you still miss something important. And that could be the most dangerous miss you make.
ESG, the DOL, and the Fiduciary Imperative
The most pertinent issue may not be the fiduciary imperative, but the marketing imperative. This makes things extremely difficult for the 401k plan sponsor who may sometimes confuse which has priority. Here’s an example of why a plan sponsor might be concerned.
Exclusive Interview: Pete Swisher Explains Why Companies Don’t Care About MEPs (or PEPs or Even 401k Plans)
He also reveals the greatest misconception regarding MEPs, what the SECURE Act really did, and when we might begin to see the mass media start paying attention.
What is a 401k Investment Policy Statement (IPS)?
Although we’ve seen a broader acceptance of using an IPS, their use is by no means universal and particularly lacking among smaller employers. Perhaps there’s a realization that, if you don’t get the IPS right, you’ll only increase your liability.
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