Tag "Fiduciary Solutions"

Why the Traditional Structure of Investment Policy Statements Won’t Work for 401k Plan Sponsors

What worked in the past might mislead today. Worse, it might not include everything it needs to include. Find out what’s still useful, what isn’t and what needs to be added.

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The Best Way 401k Plan Sponsors Can Benchmark Their Plans

Want to know some real, reliable and independent sources of 401k benchmarking data? Read on.

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Are 401k Plan Sponsors Making the Fiduciary Grade?

How a common grade school device can help immediately improve your 401k plan.

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Benchmarking: The Key to a 401k Plan Sponsor’s Fiduciary Compliance Review

Reviewing the history of your 401k plan creates a foundation for a good fiduciary compliance review – but may reveal cracks that need to be filled in first.

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Five Areas 401k Plan Sponsors Must Address to Reduce Fiduciary Liability

You can count the most important areas 401k plan sponsors must address on one hand. Here they are.

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Should 401k Plan Sponsors Sell Their Souls for One-Stop-Shopping?

Are the purported lower fees of bundling real, or are they a figment of some marketing department’s imagination? Worse, are bundled services really a fiduciary trap?

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Avoiding Decision Paralysis: How to Create the Ideal 401k Plan Option Menu

Life may or may not be a box of chocolates, but what we learn from that box can help plan sponsors and the typical ERISA fiduciary build a better 401k plan.

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Professional Advisors Sound Off on Ideal Number of 401k Plan Options

There’s a surprising consensus among financial professionals regarding how many options a 401k plan menu should offer – and it may surprise to discover what it is.

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How Many Investment Options Should 401k Plan Sponsors Offer?

A better question: Why don’t enough 401k plan sponsors ask this important fiduciary question?

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Study Reveals Five Factors That Help Lower 401k Fees

The ICI comes out with a study that makes it look easy, but what’s the catch?

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