401k
401k Plan Sponsors Must Be Wary Of Fiduciary Liability Associated With Bitcoin ETFs
Plan sponsors need to think about it in these terms: Does it make sense to have a pork-belly ETF on a 401k investment menu? How about orange futures?
Plan Sponsor Worries About 401k To IRA Direct Transfers
The process of transferring assets is not without its own liabilities. The exact nature of the fiduciary risk depends on the nature of the transfer.
Will These Be The Biggest 401k Fiduciary Stories In 2024?
If you have any experience in the retirement plan business, some predictions just write themselves. As in “an incredible feeling of déjà vu.”
The Dirty Secret About Collective Investment Trusts They Don’t Tell You
CITs can only be offered within the confines of a trust relationship. That means the plan itself might be structurally different than one that has an investment menu limited to mutual funds.
IBM’s New 401k Match Policy Isn’t What You Think
Eliminating the match and investing a large portion of retirement savings in bonds creates a risk. It may cause the retirement savings to go down in flames.
How Can 401k Plan Sponsors ‘Trick’ Employees Into Saving More For Retirement?
In the spirit of the season, one might even think of this as “tricking” employees to save. Plans sponsors are already using these tricks.
How 401k Plan Sponsors Encourage Employees To Save More For Retirement
Participation is one thing. It’s critical that retirement savers build on the momentum of participation and use that to increase the amount of dollars that get contributed to their article. How can plan sponsors facilitate this?
How Can 401k Plan Sponsors Increase The Number Of Employees Who Participate?
How strong an argument is there for auto-enrollment? Remember, the key feature of the 2006 Pension Protection Act was to encourage auto-enrollment. The SECURE Act has even stronger language.
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