QDIA
Industry Pros Comment On ERISA Advisory Council Draft Recommendations
Here the intent is to make it possible for a plan/IRA to apply the QDIA safe harbor to involuntary rollovers. But how will this impact plan participants?
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?
Ideas From ‘Beyond Fiduciary’ Hint At The Future Of 401k
The antiseptic compliance regime spelled out by the DOL and ERISA has to date defined fiduciary services. Perhaps, if we’re going to consider what is “beyond” that sterile definition, we might want to go back to the future. In a sense, rediscovering where “fiduciary” initially came from might suggest where it is headed.
Five Forlorn 401k Flops To Forever Forsake
This week is all about those wayward 401k features that are well beyond their expiration date. Careful, though. In the process, you’ll see what’s garbage to one is a work of art to another.
401k Experts Believe These Are The Most Critical Fiduciary Priorities
Not only do you need to watch the place that holds all the money, you need to watch the pipeline that feeds the money there.
The 401k’s Past Is Not Its Future
The story arc of the 401k mimics that of software. Each release adds to and builds on features and benefits over and above those of previous releases.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/14/19
SECURE, BI, and 3% fees!
How 401k Plan Sponsors Can Mitigate Fiduciary Liability Associated with Target Date Funds
There are two strategic paths to use when it comes reducing liability. One approach occurs after the fact – after the target date funds are already in place. The other approach takes place before the target date funds are even placed on the 401k plan menu. Which is more reliable?
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.









