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"

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.

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.