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Tag "Jeff Coons"

Should A 401k Plan Sponsor Take On The Additional Fiduciary Liability Associated With Retirees?

    Should A 401k Plan Sponsor Take On The Additional Fiduciary Liability Associated With Retirees?

The decision to retain and service company retirees appears (at first blush at least) to be a no-brainer. But that includes a very important assumption.

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Do 401k Plan Sponsor Have Fiduciary Responsibilities For Employees In Retirement?

    Do 401k Plan Sponsor Have Fiduciary Responsibilities For Employees In Retirement?

If you think the web of fiduciary duties is complex in a 401k plan that focuses on getting employees to save for retirement, imagine how much more intricate it becomes if the plan also has to cater to retired employees.

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Did ‘Financial Wellness’ Really Ever Have The Buzz In The First Place?

    Did ‘Financial Wellness’ Really Ever Have The Buzz In The First Place?

Perhaps it’s time to cut the cord of “financial wellness” and take your tonic of financial reality. Accept the schoolmarm for the discipline she brings, because that remains the most honest way to the riches of a satisfying retirement.

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5 Factors to Retirement Independence 401k Plan Participants Overlook

    5 Factors to Retirement Independence 401k Plan Participants Overlook

Perhaps 401k plan sponsors should also focus plan participants’ attention on these 5 overlooked factors the can thwart their ability to attain the freedom of financial independence.

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