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Tag "Michelle Capezza"

How Johnson v. Parker-Hannifin Impacts Professional Fiduciaries And 401k Plan Sponsors

    How Johnson v. Parker-Hannifin Impacts Professional Fiduciaries And 401k Plan Sponsors

What’s one way 401k plan sponsors can ensure they establish a due diligence framework that can best reduce their fiduciary liability?

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Impending SECURE Act 2.0 Auto-enrollment Requirement Prompts These Questions

    Impending SECURE Act 2.0 Auto-enrollment Requirement Prompts These Questions

Making matters worse is the changing regulatory environment once the new SECURE Act 2.0 rules become effective. The good news is the dust settles after that.

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Industry Pros Comment On ERISA Advisory Council Draft Recommendations

    Industry Pros Comment On ERISA Advisory Council Draft Recommendations

Here the intent is to make it possible for a plan/IRA to apply the QDIA safe harbor to involuntary rollovers. But how will this impact plan participants?

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5 Reasons Bigger 401k Plans Are Better

    5 Reasons Bigger 401k Plans Are Better

Some costs can’t be negotiated. These relatively fixed costs are the same no matter the size of the plan. Bigger plans can absorb these costs over a larger asset base, meaning the per participant cost is lower.

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The Fiduciary How (And Why) 401k Plan Sponsors Change Recordkeepers

    The Fiduciary How (And Why) 401k Plan Sponsors Change Recordkeepers

The central role of the recordkeeper can create reverberations with other providers should the plan sponsor attempt to change recordkeepers. Any hiccup in the employees’ ability to manage their retirement assets can cause problems for plan sponsors.

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Is Proposed Bill Easing 401k Participation Of Workers Under Age 21 Focusing On The Wrong Thing?

    Is Proposed Bill Easing 401k Participation Of Workers Under Age 21 Focusing On The Wrong Thing?

Any focus on younger employees in terms of saving for retirement may all be for naught. For these often lower-paid workers, the higher contribution caps for 401k plans may not any practical benefit.

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What Should 401k Plan Sponsors Do Now That The Fiduciary Rule Has Been Stayed?

    What Should 401k Plan Sponsors Do Now That The Fiduciary Rule Has Been Stayed?

The relative quickness of this one-two shot from the District Courts suggests an obvious flaw in the new Rule.

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‘Fiduciary’ Is The Best Practice 401k Plan Sponsors Can No Longer Ignore

    ‘Fiduciary’ Is The Best Practice 401k Plan Sponsors Can No Longer Ignore

It’s too easy for plan sponsors to get lost in the weeds when dealing with plan minutia. Yes, “the buck stops here” reality can overwhelm many. Delegation is the key. It’s also the Achilles Heel. This is where the magic word emerges.

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Does The New Fiduciary Rule Really ‘Level The Playing Field’?

    Does The New Fiduciary Rule Really ‘Level The Playing Field’?

For all the good intentions, however, what will happen when the rubber finally meets the road? Will the new DOL Fiduciary Rule really level the playing field?

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The Impact Of New Fiduciary Rule On 401k Plan Sponsors

    The Impact Of New Fiduciary Rule On 401k Plan Sponsors

Here’s where the greatest controversy of the new Rule, as with its predecessors, comes to a head.

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