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What’s The Secret To 401k Efficiency?

Do you know the secret to 401k efficiency, or do you only think you know the secret to 401k efficiency?

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How Efficiency Shapes 401k Plan Administration

    How Efficiency Shapes 401k Plan Administration

The promise of automation glitters like a golden ticket, but it’s not without its shadows.

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2025 Reader Survey: Are ERISA Fiduciaries Drowning in Rules or Dreaming of Robots?

    2025 Reader Survey: Are ERISA Fiduciaries Drowning in Rules or Dreaming of Robots?

So, reams of respondents spilled their guts: compliance is king, tech’s your knight, and referrals rule revenue (which make them your queen, but who plays the pawn in this game of fiduciary chess?).

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How SECURE 3.0 Could Reshape the 401k Fiduciary Regulatory Landscape—and Why That’s a Good Thing

    How SECURE 3.0 Could Reshape the 401k Fiduciary Regulatory Landscape—and Why That’s a Good Thing

The blend of traditional and modern retirement plan types could evolve further with SECURE 3.0.

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Will Extending Tax Cuts Cost Retirement Savers?

    Will Extending Tax Cuts Cost Retirement Savers?

Ironically, while some see lowering the savings limit as politically palatable because it impacts only a small segment of the population, that same fact reduces the effect of such a policy shift.

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Most Likely Immediate Trump Changes To Fiduciary & ERISA Plans

    Most Likely Immediate Trump Changes To Fiduciary & ERISA Plans

As long as the fiduciary ball remains in the Executive Branch’s court, it’s easy to predict what will happen. That doesn’t mean, however, that we won’t see some surprises coming from the Legislative Branch.

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Exclusive Interview: Pam Krueger Explains “Advice Gaps” and Food Trucks To 401k Plan Sponsors

    Exclusive Interview: Pam Krueger Explains “Advice Gaps” and Food Trucks To 401k Plan Sponsors

Think of the third party as the food truck in the parking lot. Employees will see it and decide for themselves whether to engage with it.

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How Johnson v. Parker-Hannifin Impacts Professional Fiduciaries And 401k Plan Sponsors

    How Johnson v. Parker-Hannifin Impacts Professional Fiduciaries And 401k Plan Sponsors

What’s one way 401k plan sponsors can ensure they establish a due diligence framework that can best reduce their fiduciary liability?

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Exclusive Interview: Marcia Wagner Expands On Retirement Plan Financial Planning White Paper

    Exclusive Interview: Marcia Wagner Expands On Retirement Plan Financial Planning White Paper

I do not underestimate the ability of the plaintiff’s bar to come up with novel and clever arguments, but for the reasons set forth in the white paper I do not believe that they can construct a viable theory.

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Summary of 2024: Navigating the Evolved Fiduciary Landscape for Retirement Plan Fiduciaries

    Summary of 2024: Navigating the Evolved Fiduciary Landscape for Retirement Plan Fiduciaries

2024 was a year of adaptation for retirement plan fiduciaries who navigated through regulatory changes, legal landscapes, and participant needs with a renewed focus on governance, liability management, and the holistic management of retirement plans.

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