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“Bundling” 401(k) services with other corporate services can result in fiduciary liability
Small business retirement plan sponsors have a duty to avoid conflicts of interest and self-dealing.
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Watered-Down Fiduciary Rule May be the Best Case Scenario for Investors
DOL Releases Their Long-Awaited Fiduciary, or “Conflicts of Interest,” Rule.
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Online 401(k) fee analyzers are a marketing gimmick; fiduciaries and participants should avoid them
It’s important for a 401k fiduciary and participants to understand the significant limitations of online 401k fee analyzers.
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Beware of Surrender Charges and Other Extraordinary 401(k) Fees Charged by Insurance Companies
Insurance company variable annuity products are bad for both small business retirement plan sponsors and 401k participants.
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Jerry Schlichter Interviewed by Frontline; 401(k) Sponsors Should Take Note
Jerry Schlichter Interviewed on Frontline; Tibble vs. Edison case may change 401(k) investment monitoring standards.
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DOL’s Fiduciary Rule Advances to OMB; Not Everyone is Happy about It
Why the DOL’s Fiduciary Rule is good news for small business retirement plans.
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Target Monthly Income and not an Account Balance When Saving for Retirement
Income replacement should be the target when saving for retirement
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Evaluating 401(k) Providers: Separating Commodity from Value-Added Services
When shopping 401k providers for your small businesses retirement plan, it's important to separate commodity from value-added services.
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NAPA stakes a position against the DOL’s fiduciary rule
NAPA is missing the point of a fiduciary rule. DOL is saying it’s too easy for unscrupulous or incompetent brokers to steer investors to products with higher fees.
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Keeping my Fingers Crossed for 401(k) Reform in Tonight’s SOTU Address
Small business retirement plan reform in 2015 State of the Union address. Hopefully a fiduciary standard to 401(k) savers are clear, conflict-fee advice at reasonable fees
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