FiduciaryNews

Hosting an industry conference? Ask us about including it in this ticker.

Tag "recordkeeper"

Exclusive Interview: Peter Gulia Explains Difference Between “Settlor” (Plan Design) And “Fiduciary” (Plan Administration) Functions

    Exclusive Interview: Peter Gulia Explains Difference Between “Settlor” (Plan Design) And “Fiduciary” (Plan Administration) Functions

How do we design and administer retirement plans?

0 comment Read Full Article

Exclusive Interview: Spencer Williams Says Post Separation Leakage “A Huge Problem”

    Exclusive Interview: Spencer Williams Says Post Separation Leakage “A Huge Problem”

In theory, 401k plans were always intended to be highly portable, but that’s not what happened. “Portability” only evolved to the extent that the most-attractive balances were picked off and rolled over to IRAs, and everyone else was left holding the bag.

1 comment Read Full Article

How Does Embedding Retirement Income Into A Target Date Fund Work?

    How Does Embedding Retirement Income Into A Target Date Fund Work?

It’s not just plan sponsors and plan participants that need convincing. The entire retirement plan infrastructure must also get on board. That doesn’t mean the hurdles can’t be overcome.

1 comment Read Full Article

Taking a Fiduciary Holistic Approach: How Can 401k Participant Data Be Used?

    Taking a Fiduciary Holistic Approach: How Can 401k Participant Data Be Used?

Despite this, 401k plan sponsors can better protect their employees, even when it comes to personal data, because that data is only acquired within the context of the service provider’s relationship to the plan.

1 comment Read Full Article

How Best to Prepare Yourself to Go from Zero to MEP/PEP in Four Months

    How Best to Prepare Yourself to Go from Zero to MEP/PEP in Four Months

Nonetheless, there is a way to short-circuit this time-frame. You can do it, but you’ve got to really want to do it.

0 comment Read Full Article

Who Is Generally Responsible For Designing, Detailing, And Approving The 401k IPS?

    Who Is Generally Responsible For Designing, Detailing, And Approving The 401k IPS?

There are many different types of plans, particularly when plan sponsors pick a 3(21) or 3(38) adviser. Which service provider arrangement a plan sponsor chooses impacts how the IPS will be constructed – and how the relevant parties contribute to that draft.

0 comment Read Full Article

Top 5 Challenges Too Many 401k Plan Sponsors Aren’t Aware of

    Top 5 Challenges Too Many 401k Plan Sponsors Aren’t Aware of

It’s safer to assume you don’t know everything – and here’s a list that begins to define that everything.

1 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/20/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/20/18

SEC punts fiduciary, fees aren’t everything, and old time investing.

1 comment Read Full Article

The Greatest 401(k) Book Sequel Ever, by Ary Rosenbaum – Chapter 3

    The Greatest 401(k) Book Sequel Ever, by Ary Rosenbaum – Chapter 3

Ary Rosenbaum’s latest book tells the story of the modern retirement era through the lens of classic movie sequels, but it’s his own unique experiences that tell the real story. Here’s a taste.

1 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/24/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/24/17

Celebrating a week of thankfulness, for bad news headlines, continuing interest in fees, and that ever open mind searching for the “coming (investment) thing.”

1 comment Read Full Article

FiduciaryNews.com is sponsored by…

Vote in our Poll

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.