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Tag "Matthew Eickman"

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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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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60/40 Really Is Dead, And Here’s The Reason Why That No One Is Saying

    60/40 Really Is Dead, And Here’s The Reason Why That No One Is Saying

Among the tactics introduced by behavioral finance is the notion of “framing.” For individuals, however, it’s much easier to understand things if they are reframed into “buckets” representing specific individual goals.

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After Supreme Court Ruling, Are TDFs A Ticking Time Bomb Of Fiduciary Liability?

    After Supreme Court Ruling, Are TDFs A Ticking Time Bomb Of Fiduciary Liability?

The conflicts-of-interest inherent in selecting proprietary funds are apparent. Less so are the criteria used to determine what a suitable process might be.

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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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Taking a Fiduciary Holistic Approach: How Can 401k Participant Data Be Used?

    Taking a Fiduciary Holistic Approach: How Can 401k Participant Data Be Used?

Despite this, 401k plan sponsors can better protect their employees, even when it comes to personal data, because that data is only acquired within the context of the service provider’s relationship to the plan.

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Looking Ahead: 401k Plan Sponsors Issues Coming in 2021

    Looking Ahead: 401k Plan Sponsors Issues Coming in 2021

If plan sponsors assume things can return to the pre-Covid normal, they risk exasperating existing problems. They’re there and cannot be ignored.

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