Browsing Tag
401(k) Advisors
333 posts
A 401(k) advisor is a financial professional specializing in employer-sponsored retirement plans, specifically 401(k)s. They guide plan sponsors (employers) in various aspects, including plan design, investment selection, employee education, and ensuring compliance with regulations like ERISA. They also help plan sponsors fulfill their fiduciary responsibilities.
Riskalyze Releases Resources for 401k Fiduciary Rule
We wonder which Risk Number is aligned with writing a white paper on the DOL’s fiduciary rule so…
Fiduciary Expert Reish’s Take on DOL ‘Duty to Monitor’
We don’t know if they’re gems, but they’re certainly hidden, and fiduciary giant Fred Reish is out to…
Dems’ Hedge Fund Hell for Retirement Savings
Zut Alors! Rhode Island, the smallest state in the Union with a penchant to screw up big, has…
The Problem with 401(k) Auto-Enrollment
Boost retirement savings with 401(k) auto-enrollment. Explore its benefits and potential drawbacks in this essential guide.
Why Isn’t Government Held to Fiduciary Standard?
A Wall Street Journal editorial published in the wake of yesterday’s great fiduciary unveiling is attracting a lot…
First Look: Department of Labor’s Final 401(k) Fiduciary Rule
Labor Secretary Tom Perez and Sen. Elizabeth Warren (D – MA) will formally reveal the Department of Labor’s…
Shock Poll (Not)! 401k Consultants Say Active Management Preferred
But will they say the same after tomorrow? 401(k) consultants say that active management remains the favored investment…
Protecting 401(k) Retirees from the Ravages of Bear Markets
When one compares and contrasts the risks and returns of several investment options, it is usually conducted in…
Jerry Schlichter Video Interview: ‘I Understand Why Advisors are Scared’
Tibble versus Edison case is the focus of this video interview with Jerry Schlichter, which explores the case’s…
Why 401(k) Plan Reviews Miss the Mark
Many financial advisors neglect to review the effectiveness of retirement plans with plan sponsors as often as many…