Whatever the future holds, we live in a present where there is no such thing as a free lunch; thus, the basic notion of caveat emptor continues to hold true.
Tag "fiduciary"
The One Topic Every 401k Plan Sponsor Must Know Right Now: Fiduciary Education Curriculum (Part III)
Most 401k plan sponsors will readily admit they are not experts when it comes to retirement plans. They understand they have a role in the process. They understand that role carries with it certain fiduciary obligations. They understand (and accept) that role also exposes them to liabilities. This article shows how prudent delegation can mitigate much of that fiduciary liability.
These are fundamental in nature. They are necessary prerequisites for 401k plan sponsors to fully inculcate themselves with more complex topics.
New regulatory guidelines, Will fee “clarity” lead confusion? and What’s on your menu?
There are two strategic paths to use when it comes reducing liability. One approach occurs after the fact – after the target date funds are already in place. The other approach takes place before the target date funds are even placed on the 401k plan menu. Which is more reliable?
When retirement industry professionals talk about the impact of the 2006 Pension Protection Act, you might be surprised that this is what they conclude.
The states go marching on, fee posse grows, and “Too Good to be True”
It’s that (Tax) Time of Year, Multiple (Fiduciary) Tugs-of-War, and Adeste Fidelty-as
The Tax Cuts and Jobs Act preserved the sanctity of the treasured retirement contribution deduction – it even made it more important – but it also did a few things that might surprise some business owners.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/19/19
Retirement policy potpourri, New Jersey fiduciary, and the investment gamut.