Roger Wohlner
How Do 401k Annuity Options Increase Plan Sponsor Fiduciary Liability?
Will 401k plan sponsors find themselves in the same sorry position as the unfortunate bartender who served one too many drinks?
401k Plan Sponsor Concern: Target Date Funds Still Broke
What the stress test of Q3 2011 tells us about what the Target Date Fund industry learned from 2008 – and what it didn’t.
Plan Sponsors Smile: Hooray for the 401k!
Will Congress be the Grinch that stole our 401k plans and try to balance the budget on the backs of retirees?
Fiduciary Checklist: Target Date Problems vs. DOL Proposed Rule
It’s not like folks hid their Target Date Fund gripes. The question is: Was the DOL on target with its new disclosure rules?
Readers Select Top Fiduciary Stories of 2009: #8 The Fall of Target Date Funds
2009 exposed a much deeper problem with Target Date Funds. Pitched as the be-all-and-end-all to 401k investors, these funds fell flat on their collective face as 2008’s down market exposed them as more sizzle than steak. Washington might help, but a knee-jerk reaction to 2008 is not a good solution at all.
Top Fiduciary Stories in 2009
The topsy-turvy 2009 provided some of the biggest fiduciary stories in years. Which do you think rates as the most important?
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