Fiduciary News

Hosting an industry conference? Ask us about including it in this ticker.

Tag "target date fund"

Top Issues (And Their Solutions) 401k Plan Sponsors Have With Recordkeepers

    Top Issues (And Their Solutions) 401k Plan Sponsors Have With Recordkeepers

Nobody’s perfect. It’s unfair to expect recordkeepers to be. Everyone makes mistakes—even recordkeepers. The problem is what happens when a mistake occurs.

0 comment Read Full Article

After Supreme Court Ruling, Are TDFs A Ticking Time Bomb Of Fiduciary Liability?

    After Supreme Court Ruling, Are TDFs A Ticking Time Bomb Of Fiduciary Liability?

The conflicts-of-interest inherent in selecting proprietary funds are apparent. Less so are the criteria used to determine what a suitable process might be.

1 comment Read Full Article

How Does Embedding Retirement Income Into A Target Date Fund Work?

    How Does Embedding Retirement Income Into A Target Date Fund Work?

It’s not just plan sponsors and plan participants that need convincing. The entire retirement plan infrastructure must also get on board. That doesn’t mean the hurdles can’t be overcome.

1 comment Read Full Article

Exclusive Interview: Ron Surz Opines on the ‘Big 3’ and ‘The Next 401k Scandal’

    Exclusive Interview: Ron Surz Opines on the ‘Big 3’ and ‘The Next 401k Scandal’

Why are there two kinds of Target Date Funds and why does that doom this particular group of people saving for retirement in their company’s 401k plan?

0 comment Read Full Article

7 Fiduciary Duties 401k Plan Sponsors Overlook And What They Can Do To Address Them

    7 Fiduciary Duties 401k Plan Sponsors Overlook And What They Can Do To Address Them

Familiarity may breed contempt, but it also makes you sloppy. Do you know plan sponsors that have forgotten they need to address these matters?

0 comment Read Full Article

Reframe 401k Participant Education To Stop Stressing Risk And Start Emphasizing Goals

    Reframe 401k Participant Education To Stop Stressing Risk And Start Emphasizing Goals

It’s fun to talk about “risk” and “return” because these are measurables and people are comfortable with the tangible world. But none of that touches upon what really matters. Worse, it can distract you from achieving what you want most.

0 comment Read Full Article

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”

1 comment Read Full Article

How 401k Plan Sponsors Can Mitigate Fiduciary Liability Associated with Target Date Funds

    How 401k Plan Sponsors Can Mitigate Fiduciary Liability Associated with Target Date Funds

There are two strategic paths to use when it comes reducing liability. One approach occurs after the fact – after the target date funds are already in place. The other approach takes place before the target date funds are even placed on the 401k plan menu. Which is more reliable?

1 comment Read Full Article

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”

1 comment Read Full Article
1 2 3 20

FiduciaryNews.com is sponsored by…

Order Your 401k Fiduciary Solutions book today!

Vote in our Poll

Disclaimer

The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.