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.
Tag "Safe Harbor"
Common mistakes. Non-believing 401k plan sponsors. How many of these have you seen? What have you done to address the dilemma of what to do when the client isn’t always right?
If a company sees a substantial number of employees exit their firm, this can have a detrimental impact on all areas. Even the company’s 401k can be negatively affected in a number of ways.
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.
401k plan sponsors have a renewed focus on the three F-words of offering employee retirement benefits: Fiduciary, Fees, and Financial Wellness. Here’s how plan sponsors answer questions related to each of these three F-words.
Compliance test, plan sponsor fiduciary awareness, and the similarity between Paul McCartney’s grandfather and the future of mutual funds.
State pension implosion, a regulation without teeth, and the fee-value correlation.
Marketing fiduciary, yes, conflicted fees matter, and exposing Index Funds
The church rises as the state falls, fiduciary fireworks, and the coming investment civil war.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/7/18
MEPs, Fees, and Leveling the ETF playing field.