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Tag "SECURE Act"

Do 401k Plan Sponsor Have Fiduciary Responsibilities For Employees In Retirement?

    Do 401k Plan Sponsor Have Fiduciary Responsibilities For Employees In Retirement?

If you think the web of fiduciary duties is complex in a 401k plan that focuses on getting employees to save for retirement, imagine how much more intricate it becomes if the plan also has to cater to retired employees.

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Plan Loans Address and Avoid Hardships – Today and Tomorrow!

    Plan Loans Address and Avoid Hardships – Today and Tomorrow!

What’s the Goal? Last I heard it was preparation for retirement via tax preferred savings … but, looking around at what is typical industry practice, perhaps I have it all wrong.

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3 Reasons Companies Should Ditch Their Stand-Alone 401k And Join A 401k PEP

    3 Reasons Companies Should Ditch Their Stand-Alone 401k And Join A 401k PEP

In the end, though, you must remember the PEP is brand new. Not all offerings will offer the same advantages. Some may be designed specifically to forego one advantage to emphasize another.

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Do 401k MEP/PEPs Really Reduce Fiduciary Liability for Member Companies?

    Do 401k MEP/PEPs Really Reduce Fiduciary Liability for Member Companies?

Here things get a little familiar for companies with pre-existing stand-alone 401k plans (but may need to be discovered by those without plans).

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Questions 401k Plan Sponsors Are Too Busy To Ask

    Questions 401k Plan Sponsors Are Too Busy To Ask

Here’s something you don’t always see, but maybe you should.

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What Ben Franklin Might Say About the Long Term after the SECURE Act

    What Ben Franklin Might Say About the Long Term after the SECURE Act

Today, directly or indirectly (“back door”), every wage earner can contribute to a Roth IRA. So, to benefit your (great)(grand)child through “long term investing”, you might consider funding a Roth IRA and/or Roth 401k.

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Exclusive Interview: Phyllis Borzi on the SECURE Act, Target Date Funds, and “Discredited Disclosure”

    Exclusive Interview: Phyllis Borzi on the SECURE Act, Target Date Funds, and “Discredited Disclosure”

“That is one of the key weaknesses of the SEC’s Reg BI. It allows brokers to claim they are working in an investor’s best interest without being held to a legal duty of loyalty”

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Will COVID-Related 401k Plan Shrinkages Push Companies to Pooled or State Solutions?

    Will COVID-Related 401k Plan Shrinkages Push Companies to Pooled or State Solutions?

Unless state-sponsored efforts can defy the stultifying reality of any political process, they are unlikely to pivot fast enough to overcome the fast-paced offerings coming from these private sector offerings.

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How Do 401k Plan Sponsors Administer the Plan From Home?

    How Do 401k Plan Sponsors Administer the Plan From Home?

What’s the biggest challenge for those responsible for administrating their company’s 401k plan while working from home? How is that challenge best overcome?

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Exclusive Interview: Pete Swisher Explains Why Companies Don’t Care About MEPs (or PEPs or Even 401k Plans)

    Exclusive Interview: Pete Swisher Explains Why Companies Don’t Care About MEPs (or PEPs or Even 401k Plans)

He also reveals the greatest misconception regarding MEPs, what the SECURE Act really did, and when we might begin to see the mass media start paying attention.

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