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Exclusive Interview: Lyle Himebaugh on Using AI to Help 401k Participants Make Better Investment Decisions
An employer should look at what they need to do to attract and maintain talent. Once a need is established, the employer must assess all the different technologies and services a 3(38) can provide.
▪ What The Dot-Com Crash Still Teaches 401k Fiduciaries About The AI Stock Craze
▪ Trump IRA Access May Be Solving The Wrong Problem
▪ Why Companies Aren’t Using The 401k Start-Up Tax Credit
▪ Potential Payroll Errors In Roth Catch Up Mandate Expose Fiduciaries To Hidden Risk
▪ Is 401k 3(38) Delegation A Real Risk Transfer Or A Fiduciary Illusion?
Professional Members Only
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Can This AI-Twist Help 401k Participants Invest Better?
Plan sponsors seeking stronger participant engagement and better retirement outcomes should take note of this […]
▪ What Will Retirement Savers Do When The AI Bubble Busts?
▪ What Important Retirement Savings Problem Do Trump Accounts Miss?
▪ Why Aren’t Companies Using The 401k Start-Up Tax Credit?
▪ Is 401k Roth Risk A Ruse?
▪ What Do 401k Plan Sponsors Get So Wrong About 3(38) Delegation?
MEP/PEP
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Why Are 401k PEPs Growing At A Slower Than Expected Rate?
There’s a fear that those rushing to promote their own PEPs are merely trying to return to the bundle service provider environment the industry evolved away from more than a decade ago. This makes due diligence all the more important.
▪ 401k Plan Sponsors Look Before You Leap – Do MEPs Really Reduce Fees?
▪ Will COVID-Related 401k Plan Shrinkages Push Companies to Pooled or State Solutions?
▪ Exclusive Interview: Pete Swisher Explains Why Companies Don’t Care About MEPs (or PEPs or Even 401k Plans)
▪ Exclusive Interview: Ary Rosenbaum Says, Despite SECURE ACT, Some 401k MEPs Challenges Remain
▪ To MEP Or Not To MEP? That is the SECURE 401k Question
Preferred Members Only
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Are You Avoiding 401k AI Fiduciary Traps?
401k AI fiduciary traps could spark ERISA violations. Discover how plan sponsors can navigate compliance risks with transparency.
▪ FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/29/24
▪ FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/22/24
▪ FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/15/24
▪ FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/8/24
▪ FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/1/24
Education
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Trump IRA Access May Be Solving The Wrong Problem
Trump IRA access may be Washington’s latest attempt to solve the wrong retirement problem. Americans […]
▪ Why Companies Aren’t Using The 401k Start-Up Tax Credit
▪ Is the ‘Netflix Effect’ Quietly Killing 401k Retirement Readiness?
▪ Lack of Consequences for Small Employers with Poor 401k Plans
▪ Helicopter Plan Sponsor And The Rise Of Auto 401k Decumulation Defaults
▪ 401k And The Expansion of Corporate Paternalism
Interviews
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Exclusive Interview: Lyle Himebaugh on Using AI to Help 401k Participants Make Better Investment Decisions
An employer should look at what they need to do to attract and maintain talent. Once a need is established, the employer must assess all the different technologies and services a 3(38) can provide.
▪ Exclusive Interview: Maury McCoy And Cryptocurrency Basics
▪ Exclusive Interview: Pam Krueger Explains “Advice Gaps” and Food Trucks To 401k Plan Sponsors
▪ Exclusive Interview: Marcia Wagner Expands On Retirement Plan Financial Planning White Paper
▪ Exclusive Interview: Bob Veres Explores Fiduciary In New Ways
▪ Exclusive Interview: Peter Gulia Answers Whether Fiduciaries Should Fear If The Supreme Court Has Destabilized The Law?
Due Diligence
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What The Dot-Com Crash Still Teaches 401k Fiduciaries About The AI Stock Craze
ERISA does not require fiduciaries to predict market tops. It does, however, require a prudent process for selecting and monitoring investments.
▪ Is 401k 3(38) Delegation A Real Risk Transfer Or A Fiduciary Illusion?
▪ 401k Designated Investment Alternatives Demand Fiduciary Discipline
▪ Meaningful Benchmark Fight Reaches Supreme Court as Private Equity Push Expands 401k Risk
▪ When Index Construction Becomes a 401k Fiduciary Risk
▪ The Fiduciary Dilemma That Refuses to Die: The Conflicted Merit of 3(38) and 3(21)
Conflicts of Interest
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Supreme Court Scrutiny Reshapes 401k Fee Litigation
With Supreme Court scrutiny looming, comparator standards could either narrow or widen 401k fee litigation. Plan for both outcomes now.
▪ 401k AI Fee Benchmarking Saves Plan Sponsors
▪ The Fiduciary Futility Of 401k Fees
▪ A 401k Plan Sponsor Fiduciary Puzzle: Are Low Fees High Risk?
▪ Hughes v. Northwestern, Anyone? Why Don’t TSP Participants Deserve ERISA Fiduciary Protections?
▪ If You Meet Your Objectives, Does It Make Sense To Worry About Fees?
Opinion
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What The $955 Retirement Savings Headline Gets Wrong (And Why Fiduciaries Should Care)
The $955 retirement savings headline sparked national alarm, but fiduciaries must look beyond shock value to understand what the data truly reveals and how to respond.
▪ Why Doesn’t Anyone Care About Their 401k Anymore?
▪ 401k New Year Opportunities
▪ 401k Christmas Wish List
▪ Top 401k Stories of Summer 2025: Crypto, Private Equity, Trump IRAs
▪ 2025 Reader Survey: Are ERISA Fiduciaries Drowning in Rules or Dreaming of Robots?
Compliance
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Potential Payroll Errors In Roth Catch Up Mandate Expose Fiduciaries To Hidden Risk
Roth catch up mandate failures are already happening. They are not isolated. They are not […]
