Richard Bavetz
Top 401k Stories of Summer 2025: Crypto, Private Equity, Trump IRAs
Such hesitation shifts the spotlight back to fiduciary fundamentals. New rules may widen the menu, but ERISA doesn’t relax the obligation to fully understand and monitor what’s offered.
How 401k Provider Cybersecurity Can Create A Competitive Edge
Plan sponsors are more likely to stay with—and recommend—a provider that demonstrates a clear commitment to safeguarding accounts against evolving threats.
How To Provide 401k Cybersecurity Training for Participants
But good habits alone aren’t enough. As cyber threats evolve, fiduciaries must look ahead—promoting cutting-edge tools that can outpace tomorrow’s attackers.
5 Point 401k Cyber Protection Plan for Fiduciaries
Breaches hit fast. Fiduciaries must be ready to act. A documented incident response plan—including who to notify, how to contain the breach, and when to report it—is vital for 401k cyber protection. It demonstrates prudence and minimizes chaos.
401k Cybersecurity Compliance Creates These New ERISA Duties
Fiduciaries can no longer afford to treat cybersecurity as an IT department concern alone. In a world where digital breaches can wipe out savings, destroy trust, and invite costly lawsuits, cybersecurity has become inseparable from prudent plan management—and at least an implied fiduciary duty under ERISA.
These 401k AI Tools Are Revolutionizing Fiduciary Provider Sales and Marketing
Fiduciary sales thrive on market intelligence, as 401k AI tools uncover prospect risks to drive strategies.
How AI Is Transforming 401k Education For The Next Generation
The fundamental shift AI brings to 401k education is its capacity to tailor learning experiences to the unique profile of each individual saver.
401k AI Fiduciary Traps Spark ERISA Questions
AI fiduciary traps refer to compliance risks arising from inaccurate, biased, or undocumented AI outputs in 401k plan administration. Do you think the tort bar is salivating over this, waiting for that inevitable misstep?
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