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Tag "PEP"

How Professional Fiduciaries Can Help 401k Plan Sponsors

    How Professional Fiduciaries Can Help 401k Plan Sponsors

The tangled web of ERISA regulations grows worse each year. Is this too much for companies responsible for maintaining 401k plans?

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3 Ways Pooled Plans Free Up 401k Plan Sponsors’ Time

    3 Ways Pooled Plans Free Up 401k Plan Sponsors’ Time

Not only do pooled plans reduced the administrative burden, but they can also reduce the fiduciary liability for 401k plan sponsors. If you’re not constantly looking over your shoulder, you can spend more time with your nose to the grindstone.

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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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Why Are 401k PEPs Growing At A Slower Than Expected Rate?

    Why Are 401k PEPs Growing At A Slower Than Expected Rate?

There’s a fear that those rushing to promote their own PEPs are merely trying to return to the bundle service provider environment the industry evolved away from more than a decade ago. This makes due diligence all the more important.

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Exclusive Interview: Terrance Power On Challenges And Surprises Of 401k PEPs In 2021

    Exclusive Interview: Terrance Power On Challenges And Surprises Of 401k PEPs In 2021

Beyond the usual gestation period, here are some specific “trigger points” which plan sponsors have reacted to that have accelerated their decision to move into a PEP?

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The Biggest 401k Fiduciary Fireworks, Fizzles, And Flops In 2021

    The Biggest 401k Fiduciary Fireworks, Fizzles, And Flops In 2021

Flops may not be forever. They may just be good ideas before their time. If you’re going to belittle them, you best hurry, because, if you wait too long, you may just discover they aren’t flops anymore. As a result, let’s not waste any time before the shelf-life of these flops expire.

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Exclusive Interview: Nevin Adams on “Fake Research” and Underreported Good News

    Exclusive Interview: Nevin Adams on “Fake Research” and Underreported Good News

When is a “problem” not really a problem? And what can be better than success, even if no one knows about it.

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7 Fiduciary Duties 401k Plan Sponsors Overlook And What They Can Do To Address Them

    7 Fiduciary Duties 401k Plan Sponsors Overlook And What They Can Do To Address Them

Familiarity may breed contempt, but it also makes you sloppy. Do you know plan sponsors that have forgotten they need to address these matters?

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Exclusive Interview: In A Sneak Preview, Phyllis Borzi Speaks Frankly On ESG And Projected Income Mandate

    Exclusive Interview: In A Sneak Preview, Phyllis Borzi Speaks Frankly On ESG And Projected Income Mandate

“Encouraging lifetime income distributions was one of my major initiatives at DOL and my biggest regret was that I was not able to move the ball forward as much as I wanted during my time there.” Here she explains why.

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Why The 401k Fiduciary Can No Longer Remain Apathetic Concerning PEPs

    Why The 401k Fiduciary Can No Longer Remain Apathetic Concerning PEPs

You might think you can ignore PEPs. And you might be in for a surprise.

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