plan sponsor
Corporate Tax Incentives Congress Can Add To Encourage Greater Retirement Savings
If you look at headlines in the retirement industry trade press, rarely does a week go by when you don’t see an article lamenting the low retirement savings numbers. How do we change this?
Exclusive Interview: Pam Krueger Explains “Advice Gaps” and Food Trucks To 401k Plan Sponsors
Think of the third party as the food truck in the parking lot. Employees will see it and decide for themselves whether to engage with it.
Summary of 2024: Navigating the Evolved Fiduciary Landscape for Retirement Plan Fiduciaries
2024 was a year of adaptation for retirement plan fiduciaries who navigated through regulatory changes, legal landscapes, and participant needs with a renewed focus on governance, liability management, and the holistic management of retirement plans.
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?
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.
Exclusive Interview: Jerry Schlichter Says 401k Plan Sponsors Should ‘Peel The Onion’ On Fees
“Industry participants also argue that the rule transforms one-off transactions into fiduciary relationships in violation of the common law, but the common law of the states is divided on this, and there is a need for a federal standard regulating investment advice fiduciaries.”
5 Tips For 401k Plan Sponsors To Improve Retirement Saving Outcomes For Employees
Plan sponsors ought naturally to know how the plan addresses the needs of their business, but do they really know how to tweak the plan to improve outcomes?
7 Opportunities 401k Plan Sponsors Have To Improve Plan Efficiency And Effectiveness
This isn’t a compliance audit, it’s an operating efficiency audit. That covers plenty of ground, from technology to benchmarking the value offered by the service provider.
Community Links
Tags
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.










