Due Diligence
Time for 401k Plan Sponsors to Admit Target Date Funds Too Broke to Fix?
Should the ideal 401k fiduciary face the problem head on or ignore it? What if there’s an easy alternative that’s already been proven to be better?
Top 10 Reasons 401k Plan Sponsors Fear ETFs Not Ready For Primetime
With even insiders questioning their appropriateness, it’s easy to understand why 401k plan sponsors continue to feel uncomfortable with ETFs. What exactly did these experts say?
Options for 401k Plan Sponsors: Alternatives to Target Date Funds
It is this latter case that may expose the unsuspecting fiduciary to greater liability. ERISA plan sponsors interested in reducing their fiduciary liability must stay up-to-date on these developments.
Target Date Funds: DOA or Just a False Start?
The race is on between finding an adequate solution for TDFs and one sudden market cataclysm that spurs a slew of fiduciary liability lawsuits.
What Every 401k Fiduciary Should Know About Target Date Funds
While one might ask why it took this product 50 years to become popular, a better question might be why had the product failed to spark much interest during those decades.
A Hidden Fiduciary Liability for Plan Sponsors: The Five Most Critical Problems with Target Date Funds
These vast unknowns inherent with Target Date Funds have perhaps created a new fiduciary liability where none previously existed.
401k Plan Sponsor Lament: Are Target Date Funds the Edsel of the Mutual Fund Industry?
“I selected the Target Date Funds to reduce my fiduciary liability. Are you telling me this actually raises my fiduciary liability?” The panel merely looked at each other and laughed.
Annuities the Next 401k SNAFU? Advisers Offer 6 Reasons Why
FiduciaryNews asked several prominent independent investment advisers what they felt about the joint agency RFI. They revealed six major concerns every 401k fiduciary must consider regarding annuities.
Community Links
Tags
Disclaimer
The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.