Here are five relevant lessons 401k plan sponsors can ask their service providers to show during employee education meetings.
Tag "Social Security"
If plan sponsors want to alleviate retirement angst among plan participants, they need to ensure they provide full transparency regarding factors that extend beyond the plan. Plan sponsors have an obligation to explain their retirement benefits within the context of these outside factors.
Social Security redux, the good, the bad and the fee ugly, and from fad to foundational investments.
Tangled compliance, a broken fiduciary record, and irrational fees.
New regulatory guidelines, Will fee “clarity” lead confusion? and What’s on your menu?
The states go marching on, fee posse grows, and “Too Good to be True”
It’s that (Tax) Time of Year, Multiple (Fiduciary) Tugs-of-War, and Adeste Fidelty-as
“First, we need to recognize we have a problem that affects all Americans and then work to find the basic solutions we can agree on. The longer we wait, the more people will suffer and the more expensive it will be.”
A “Universal” Solution, forward and backward fiduciary steps, and everything old is new again.
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Government Resources
- DOL: elaws – ERISA Fiduciary Advisor
- DOL: Fiduciary Education Campaign: Getting It Right – Know Your Fiduciary Responsibilities
- DOL: Getting Ready for Changes In Filing Your Plan’s Annual Return/Report Form 5500
- DOL: Meeting Your Fiduciary Responsibilities
- DOL: Reporting and Disclosure Guide for Employee Benefit Plans
- DOL: Selecting An Auditor For Your Employee Benefit Plan
- DOL: Selecting And Monitoring Pension Consultants
- DOL: Tips For Selecting And Monitoring Service Providers For Your Employee Benefit Plan
- DOL: Understanding Retirement Plan Fees And Expenses
- DOL: What You Should Know About Your Retirement Plan










FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/14/19
SECURE, BI, and 3% fees!