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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.
Fiduciary Due Diligence for Private Equity in 401k Plans
Documenting the evaluation process helps protect against potential legal challenges. By proactively managing these red flags, fiduciaries can responsibly integrate private equity into 401k plans and reduce ERISA compliance concerns.
401k AI Fee Benchmarking Saves Plan Sponsors
Enter 401k AI fee benchmarking—a fiduciary lifeline that cuts through the haze with surgical precision. Why aren’t sponsors demanding this tool from their service providers?
Summary of 2024: Navigating the Evolved Fiduciary Landscape for Retirement Plan Fiduciaries
2024 was a year of adaptation for retirement plan fiduciaries who navigated through regulatory changes, legal landscapes, and participant needs with a renewed focus on governance, liability management, and the holistic management of retirement plans.
5 Reasons Bigger 401k Plans Are Better
Some costs can’t be negotiated. These relatively fixed costs are the same no matter the size of the plan. Bigger plans can absorb these costs over a larger asset base, meaning the per participant cost is lower.
The Fiduciary Futility Of 401k Fees
Oddly, it’s usually the opposite for mutual funds. Actively managed (higher operating cost) funds tend to perform better during market downturns. Passive (lower operating cost) funds, on the other hand, generally perform better during growth markets.
Five Fast & Fabulous 401k Fixes
Well, if we’re thinking outside the box, why not go big? It turns out, retirement planning isn’t just about accumulating sources of future funds.
How Does The Great Resignation Impact 401k Plan Sponsors?
If a company sees a substantial number of employees exit their firm, this can have a detrimental impact on all areas. Even the company’s 401k can be negatively affected in a number of ways.
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