Thousands and thousands of words based on dozens of interviews summarized into a ten-item checklist. But, due diligence is like a river. It’s constantly moving, constantly changing.
Tag "menu"
Will new Fiduciary Rule complicate bundling, new study suggests how to reduce fees, making 401k plan option menus simpler, the new retirement age and more…
Life may or may not be a box of chocolates, but what we learn from that box can help plan sponsors and the typical ERISA fiduciary build a better 401k plan.
There’s a surprising consensus among financial professionals regarding how many options a 401k plan menu should offer – and it may surprise to discover what it is.
A better question: Why don’t enough 401k plan sponsors ask this important fiduciary question?
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12b-1 401k 403b 408(b)(2) Annuity auto-enrollment baby boomer court ruling DOL ERISA ETF fee Fee Disclosure Rule fiduciary Fiduciary Rule Fiduciary Standard HSA IRA IRS Jack Towarnicky liability Marcia Wagner MEP Michelle Capezza Millennial Modern Portfolio Theory mutual fund passive pension plan participant plan sponsor retirement revenue sharing Richard Bavetz risk Rollover Roth saving SEC Social Security state-run retirement plans target date fund tax TDF top 10
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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/9/12
A sneak peek at the Coming Thing for 401k plans, major plan sponsors dramatically reduce investment options and How do you explain America’s love affair with such a poorly performing 401k option?