plan sponsor
Coming Soon From a 401k Plan Sponsor Near You: A New and Improved Focus on Participant Education
Until communication education becomes generally accepted and standardized, it may be safer to rely on an Annual Education Program rather than an Education Policy Statement.
401k Fiduciary Liability in a Multi-Vendor Environment
The best interests of the 401k participants will always trump convenience and cost.
Plan Sponsor Alert: Behavioral Finance Reframing Future of 401k
It’s clear behavioral finance and economics studies will continue to define the leading edge of 401k design and implementation.
Exclusive Interview with Phyllis C. Borzi: Why Plan Sponsors Shouldn’t Treat Their 401k Plans Like Cheap T-Shirts
Borzi: “…the average person would prefer to work with people who are legally required to provide unbiased investment advice and put the client’s interests first.”
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/20/13
Would you trust the gov with your retirement? Would you trust a non-fiduciary with your retirement? Would you trust someone who obscures fee disclosures with your retirement?
Do Common Benchmarks Mislead the 401k Fiduciary?
Regulators tend to focus on the measurable, not the meaningful. What may or may not have relevance in the court of law speaks volumes in the court of common sense.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/16/13
Failing to learn from retirement plan history, fiduciary soap opera continues and making investment options messier.
Should 401k Plan Sponsors Ban Risk Tolerance Questionnaires?
Exposed as misleading as early as 1999, should 401k plan sponsors continue to risk increasing their fiduciary liability by condoning their use?
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