Crazy ideas that just might work, following the money, and crazy ideas that just don’t work.
Tag "target date fund"
If you’re a plan sponsor, it’s time to review how your plan measures up against these design elements. If you’re looking to become a plan sponsor for a new plan, consider whether or not you should include these design elements.
401k “Crisis,” Fiduciary head-fake, and QLAC as savior?
401k Works, Hidden Fee Bad, and Investor PTSD.
States Marching, Fees Leading, and What Does “Fiduciary” Matter, Anyway?
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Keeping the investment option menu simple not only increases the odds employees will retire in comfort, it also helps reduce fiduciary liability for plan sponsors.
Social Security turns 80, DOL messes up again, and will anyone ever get it right on mutual fund expense ratios?
Social Security Birthday, Fiduciary Hearings, and Turning the Investing Tide.
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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
The Ten Most Popular 2015 FiduciaryNews.com Articles for the 401k Plan Sponsor and Fiduciary
Don’t be surprised if this collective wisdom confirms certain instincts you have always possessed, drives a stake in the heart of a myth you’ve long embraced, and opens your mind to an idea you’ve never thought to consider.