Can a 401k Fiduciary Rely on Luck?
This may sound like a flippant question at first blush, but it draws attention to the difference between…
Brotherston v. Putnam’s Far Reaching 401k Fallout
In the case of Brotherston v. Putnam Investments, LLC, No. 17-1711 (1st Cir. 2018), the First Circuit Court…
Critically Important 401k Documents to Develop and Maintain
CEFEX Perspectives A series of articles on fiduciary practices leveraging the training and experience of CEFEX Analysts. Article…
How to Address the (Major) Risks of Proprietary Funds in 401ks
A study by the Center for Retirement Research at Boston College in May 2018[1] found that over 40…