Browsing Tag
401(k) Fiduciary Responsibilities
91 posts
EBSA Updates Cybersecurity Guidance for Plan Sponsors and Fiduciaries
New Compliance Assistance Release confirms agency’s 2021 guidance applies to all ERISA-covered employee benefit plans, including health and welfare plans
6 Steps to a Strong Missing Participant Policy
Retirement Clearinghouse’s Tom Hawkins shares keys to building a policy that will fulfill a plan sponsor’s fiduciary duty
The Latest Changes Made to the DOL’s Final Fiduciary Rule
Among the revisions in the DOL final rule includes omitting one aspect of the three-part test
401(k) Fiduciaries Put Defaulted Participants at Great Risk when they Cross this Bright Red Warning Line
Ron Surz says 401(k) fiduciaries choose the risk for defaulted participants, and in doing so unwittingly step over a bright red line into excessive risk that jeopardizes lifetime savings of defaulted participants near retirement
2023 NAPA 401(k) Summit: What Do Plan Sponsors Really Want
CFOs and HR directors spoke on their workplace plans and what they need from plan advisors now
Plan Sponsors Spending Half Their 401(k) Time on Admin Work That Could Be Outsourced
New Pentegra survey released in conjunction with “3(16) Day” celebrating fiduciary expertise
DOL’s Walsh, Gomez Discuss New ESG Rule
A recent webinar discussed the impact of ESG factors with investment options and retirement security
Opinion: Are Oklahoma 401k Plans Helping to Destroy State’s Energy Business?
In this op-ed from Ok401k’s Terry Morgan, the author argues that many Oklahoma 401k participants may be unknowingly investing in companies that are against their best interest
ESG Adoption Growing, But Usage Still Anemic in DC Plans
Callan's latest ESG survey shows almost half of investors are incorporating environmental, social and governance factors into investment decisions, but just 13% of DC plans offer a dedicated ESG option
How to Deal with ‘Difficult’ 401k Committee Members: Wealth@wor(k) 2021
'These types of issues are more up-market than down-market, but as we all know, they are increasingly coming down-market'