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Tag "Kit Gleason"

Will DOL’s New ESG Fiduciary Rule Change How 401k Plan Sponsors Pick Investments?

    Will DOL’s New ESG Fiduciary Rule Change How 401k Plan Sponsors Pick Investments?

Unlike previous definitions, this version takes a definitive step towards allowing plan sponsors to forgo traditional financial measures. Rather than relying on extensive academic studies, this new Rule represents a certain leap of faith.

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Should 401k Loans Be Allowed, Encouraged, Or Forbidden? A Fiduciary Perspective

    Should 401k Loans Be Allowed, Encouraged, Or Forbidden? A Fiduciary Perspective

Before you get all excited and look to replace your home equity loan with a 401k loan, you should consider these things.

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5 Uncommon 401k Plan Sponsor Mistakes That Shouldn’t Ever Happen

    5 Uncommon 401k Plan Sponsor Mistakes That Shouldn’t Ever Happen

A few years ago, this might have been classified as a common “mistake.” Again, “mistake” is in quotes because this is less an issue for certain plans (usually small firms or particular industries) than others.

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7 Common 401k Mistakes It’s Hard To Convince Plan Sponsors Are Really Mistakes

    7 Common 401k Mistakes It’s Hard To Convince Plan Sponsors Are Really Mistakes

Common mistakes. Non-believing 401k plan sponsors. How many of these have you seen? What have you done to address the dilemma of what to do when the client isn’t always right?

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Common 401k Plan Sponsor Mistakes That Are Easy To Fix

    Common 401k Plan Sponsor Mistakes That Are Easy To Fix

But this rookie mistake doesn’t bypass veteran plan sponsors. If they’ve grown too complacent with their plan, they may wake up one day to find out they’ve got a dinosaur on their hands.

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