If plan sponsors are working with the appropriate plan fiduciary, then an ongoing review of the fund’s performance, fees, and underlying risk should be part of their ongoing process
Tag "investment menu"
Most 401k investment menus retain the “style box” mentality of the 1990s. Who doesn’t have a kitchen from the 1990s that they don’t want to remodel? Your 401k investment menu is no different.
Clash of the retirement policy titans, scraping the bottom of the (fee) barrel, and why we can’t handle the choice we think we want.
Alts may be the all the rage, but are they really worth it?
401k plan participant concerns come in three varieties: Those you know about and should do something about; Those you know about and shouldn’t do something about; and, Those you don’t know about and better do something about right now.
Senate aims to hurt retirement investors, dumbing fiduciary down and why annuities are bad.
Washington does its best to stymie the fiduciary standard while the free markets say otherwise and big pensions move to “all-index” in time to catch annual summer swoon.
The secret to successfully using behavior finance is to understand it, like the typical 401k participant, has nothing to do with investment theory.
It’s one of the biggest problems in today’s retirement plans and – thanks to new research – one of the easiest to fix.
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Government Resources
- DOL: elaws – ERISA Fiduciary Advisor
- DOL: Fiduciary Education Campaign: Getting It Right – Know Your Fiduciary Responsibilities
- DOL: Getting Ready for Changes In Filing Your Plan’s Annual Return/Report Form 5500
- DOL: Meeting Your Fiduciary Responsibilities
- DOL: Reporting and Disclosure Guide for Employee Benefit Plans
- DOL: Selecting An Auditor For Your Employee Benefit Plan
- DOL: Selecting And Monitoring Pension Consultants
- DOL: Tips For Selecting And Monitoring Service Providers For Your Employee Benefit Plan
- DOL: Understanding Retirement Plan Fees And Expenses
- DOL: What You Should Know About Your Retirement Plan
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/5/19
New regulatory guidelines, Will fee “clarity” lead confusion? and What’s on your menu?