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Exclusive Interview: Peter Gulia Explains Difference Between “Settlor” (Plan Design) And “Fiduciary” (Plan Administration) Functions
How do we design and administer retirement plans?
Do 401k Plan Sponsor Have Fiduciary Responsibilities For Employees In Retirement?
If you think the web of fiduciary duties is complex in a 401k plan that focuses on getting employees to save for retirement, imagine how much more intricate it becomes if the plan also has to cater to retired employees.
The Top 5 Tactics 401k Plan Sponsors Are Failing To Take Full Advantage Of Right Now
Plan sponsors can benefit from motivated employees, and the 401k plan is a tool to achieve this motivation. What precisely can plan sponsors offer in addition to the usual company match to make their 401k plan more enticing, more attractive, more motivating?
How 401k Plan Sponsor Fiduciary Liability Changes When Retaining Retiree Assets
Once a person enters retirement, the number of scenarios proliferate. Unless the plan sponsor is a financial professional, it’s going to be a challenge to quickly comprehend all these options.
How Can 401k Plan Sponsors Best Prepare Employees For Post-Retirement Complexity?
This isn’t to say younger employees should be left out of this type of education altogether. They shouldn’t. It’s important the message is drip, drip, dripped from the beginning of the onboarding sequence.
Gamification Tips for 401k Education
Before you scorn the use of badges, remember, the company match is the ultimate badge. If you meet a minimum savings goal, the company awards you a “badge” of a matching contribution.
The 401k Fiduciary Dilemma: More Participation Or More Savings?
The mistaken promise of participation may have an all-too-familiar ring to corporate retirement plan veterans.
401k Plan Sponsors and Fiduciaries Should Use This Innovative Approach to Employee Education
If you are responsible for 401k participant education or in any form of employee-based financial literacy program, you may want to adopt methods used by others who teach adults.
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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.