Fiduciary News

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Tag "plan sponsor"

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/27/13

Puerto Rico shows America the way, the DOL brings out the big gun and the Fee Disclosure Fiasco.

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How Should the 401k Fiduciary Address “Leakage”?

If a choice between working longer or losing your house, which would you choose?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/1/13

DOL announces targets, a double fiduciary faux-pas? and the land of misfit investments.

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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.

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401k Fiduciary Liability in a Multi-Vendor Environment

The best interests of the 401k participants will always trump convenience and cost.

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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.

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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.”

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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?

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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.

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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.

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