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Tag "Rollover"

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?

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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.

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Should A 401k Plan Sponsor Take On The Additional Fiduciary Liability Associated With Retirees?

    Should A 401k Plan Sponsor Take On The Additional Fiduciary Liability Associated With Retirees?

The decision to retain and service company retirees appears (at first blush at least) to be a no-brainer. But that includes a very important assumption.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/29/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/29/19

Compliance mixed bag, SEC BI DOA? and “Investments: The Sequel”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/11/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/11/19

Potpourri, a fiduciary surprise, and “Out of Date” (Part Deux).

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/16/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/16/18

Two opposing forces, what does “fiduciary” really mean, and, speaking of conflicts-of-interest.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/18

Lotta regulator noise, fiduciary fallout, and DOL comes clean on “social” investing.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/5/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/5/18

Tax cuts and retirement, crossing the fiduciary streams, and the rise of the anti-indexers.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/8/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/8/17

Practical discussions, wither “Fiduciary”? and understanding fees.

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5 Reasons to Convert to a Roth

    5 Reasons to Convert to a Roth

The growing popularity of using Roths makes converting to them an option worth considering. Here are five reasons to convert to a Roth, four of which you rarely read about.

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