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Tag "TDF"

Will These Be The Biggest 401k Fiduciary Stories In 2024?

    Will These Be The Biggest 401k Fiduciary Stories In 2024?

If you have any experience in the retirement plan business, some predictions just write themselves. As in “an incredible feeling of dĂ©jĂ  vu.”

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Are TDFs A Ticking Time Bomb For The 401k Fiduciary?

    Are TDFs A Ticking Time Bomb For The 401k Fiduciary?

There might be a there, there. It could be that TDFs have an Achilles’ Heel that leaves them vulnerable.

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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.

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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.

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Why It Might Be Time To Mix Up The Line Up In The 401k Investment Menu

    Why It Might Be Time To Mix Up The Line Up In The 401k Investment Menu

Most 401k investment menus retain the “style box” mentality of the 1990s. Who doesn’t have a kitchen from the 1990s that they don’t want to remodel? Your 401k investment menu is no different.

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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?

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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”

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5 Areas Where Target Date Funds Increase 401k Plan Sponsors’ Fiduciary Liability

    5 Areas Where Target Date Funds Increase 401k Plan Sponsors’ Fiduciary Liability

When considering the potential – if not underestimated – liability associated with TDFs, perhaps it’s best to listen to the warning Cialdini provides regarding Social Proof: “It should never be trusted fully
 we need to look up and around periodically whenever we are locked into the evidence of the crowd.”

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How QDIAs Have Changed the Fiduciary Role of 401k Plan Sponsors

    How QDIAs Have Changed the Fiduciary Role of 401k Plan Sponsors

When retirement industry professionals talk about the impact of the 2006 Pension Protection Act, you might be surprised that this is what they conclude.

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