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Tag "Prudent Investor Act"

Can Cost Trump Your Fiduciary Duty?

    Can Cost Trump Your Fiduciary Duty?

If a fiduciary feels carrying out legal duties entails a high cost, there is an acceptable strategy for dealing with this, but the fiduciary must execute it before the client signs the contract.

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The Top 5 Tactics 401k Plan Sponsors Are Failing To Take Full Advantage Of Right Now

    The Top 5 Tactics 401k Plan Sponsors Are Failing To Take Full Advantage Of Right Now

Plan sponsors can benefit from motivated employees, and the 401k plan is a tool to achieve this motivation. What precisely can plan sponsors offer in addition to the usual company match to make their 401k plan more enticing, more attractive, more motivating?

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The Easiest Way to Reduce Personal Fiduciary Liability for Plan Sponsors and Other Non-Professional Trustees

It’s the greatest cause of anxiety among plan sponsors, yet it’s so easy to address.

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7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 4th Deadly Sin – Overdiversification

You won’t find it in the dictionary but you’re likely to find it in every 401k plan.

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How Should a 401k Plan Sponsor Construct an Appropriate Investment Policy Statement?

For those who believe an Investment Policy Statement (IPS) for an ERISA retirement plan helps reduce fiduciary liability, here’s a nine step process for creating a strong IPS.

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