investment policy statement
Five Areas 401k Plan Sponsors Must Address to Reduce Fiduciary Liability
You can count the most important areas 401k plan sponsors must address on one hand. Here they are.
Top Ten Most Widely Read FiduciaryNews.com Stories in 2011
We may have expected too much from 2011 but the popularity of these stories might reveal more than the news making headlines of the past year.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 9/9/11
Will the fiduciary standard go down with Obama? Will they finally pay attention to the 401k Fee ticking time bomb? And, when will they ever learn?
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 6/17/11
This week we learn to ask the question: “If the regulators don’t care, why should the investors?” Which is like saying “If the police don’t care, why should the victims?” On a brighter note, John Bogle isn’t happy he’s been proven wrong.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 6/10/11
How many different ways can you mention “passive investing” in an article relating to 401k plans? It seems like reporters had a theme last week – and it showed up in the strangest of places.
How Should a 401k Plan Sponsor Construct an Appropriate Investment Policy Statement?
For those who believe an Investment Policy Statement (IPS) for an ERISA retirement plan helps reduce fiduciary liability, here’s a nine step process for creating a strong IPS.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/11
This week features more bad news from Washington for fiduciary fans, the surprising return of the investment debate, the overly simplistic matter of fees and continued dour forebodings regarding pension plans.
401k Plan Sponsors: Is Your Investment Policy Statement Still Using Outdated Language?
How old is that 401k Investment Policy Statement? If it hasn’t been updated in a while, chances are it contains language that could get the Plan Sponsor in trouble. Here’s at least one thing you can look for.
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