FiduciaryNews

Garden Design Blueprint Sketching
Hosting an industry conference? Ask us about including it in this ticker.

Tag "PEP"

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?

0 comment Read Full Article

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.

0 comment Read Full Article

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.

0 comment Read Full Article

Exclusive Interview: Jack Towarnicky on HSAs, Sidecars, and 401k “Liquidity Without Leakage”

    Exclusive Interview: Jack Towarnicky on HSAs, Sidecars, and 401k “Liquidity Without Leakage”

Long industry veteran tells it like it is. How will his comments change your thoughts on these important subjects?

0 comment Read Full Article

3 Reasons Companies Should Ditch Their Stand-Alone 401k And Join A 401k PEP

    3 Reasons Companies Should Ditch Their Stand-Alone 401k And Join A 401k PEP

In the end, though, you must remember the PEP is brand new. Not all offerings will offer the same advantages. Some may be designed specifically to forego one advantage to emphasize another.

0 comment Read Full Article

Exclusive Interview: Terrance Power Says 401k PEPs Showing “Upmarket Surprise”

    Exclusive Interview: Terrance Power Says 401k PEPs Showing “Upmarket Surprise”

In the coming ascendency of 401k PEPs, here’s what might surprise you, and here’s what might disappoint you.

2 comments Read Full Article

Do 401k MEP/PEPs Really Reduce Fiduciary Liability for Member Companies?

    Do 401k MEP/PEPs Really Reduce Fiduciary Liability for Member Companies?

Here things get a little familiar for companies with pre-existing stand-alone 401k plans (but may need to be discovered by those without plans).

0 comment Read Full Article

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.

0 comment Read Full Article

This Is How Small 401k Plan Sponsors Can Best Address Their Unique Needs

    This Is How Small 401k Plan Sponsors Can Best Address Their Unique Needs

The biggest issue when it comes to access is cost. It’s not just the plan sponsor’s sensitivity to higher costs. It’s the service provider’s ability to keep those costs low.

0 comment Read Full Article

What Trump vs. Biden Means to 401k Plan Sponsors and the Typical Plan Fiduciary

    What Trump vs. Biden Means to 401k Plan Sponsors and the Typical Plan Fiduciary

Before you start to panic, take a deep breath and relax. The retirement savings industry is an aircraft carrier. It can’t turn on a dime.

0 comment Read Full Article

FiduciaryNews.com is sponsored by…

Order Your From Cradle to Retirement book today!

Vote in our Poll

Disclaimer

The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.