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ERISA Section 404(c) turns forty this year. Here is a common sense proposal for meaningful reform.
The Frugal Fiduciary proposes reform to ERISA Section 404(c) regulations – a safe harbor 401(k) plan that protects employees.
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The DOL asked for input on enhancing its 2012 fee disclosures rules and talking real change. Here are our suggestions on getting it done.
DOL, Assistant Secretary of Labor Borzi asks for input on 401(k) plan fee disclosure rules. We are happy to oblige.
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Yale law professor again hammers high fees and revenue sharing. With a few reservations, I like what they have to say.
Yale law professor has new paper on the 401(k) industry, 401(k) plans. Fees matter.
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A Good Try from Congress, but Multiple Employer Plans are not the answer.
The problem is this, the way the bill gets to lower small business 401k plan costs is to allow unrelated small businesses to join multiple employer plans, or MEP
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New Year’s resolution: Be a better fiduciary to my plan.
Don't give up on your New Year's Resolution. Make the decision to be a great fiduciary to your small business 401k plan. Here’s how.
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Retirement readiness begins by getting organized. Here are some great free tools.
There are many early stage firms that are using new technology to aggregate financial information across all platforms for retirement readiness.
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Retirement readiness? Even with a great 401(k) most will have to work hard to retire well.
Retirement readiness. If we use a consistent, frugal, disciplined approach to retirement savings we will stand the best chance of achieving our investment objectives.
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Press spins industry “research” puff piece into a retirement crisis denial story. Allow me to retort.
Industry insider groups released a research paper on small business 401k plans. Our retirement savings systems are doing swell. Not so fast.
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Schwab’s CEO embraces passive management. And Fidelity confirms a trend. Tipping point?
Trending: Passively managed index funds and target date retirement funds for small business 401k plans. Just ask Schwab and Fidelity.
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Consulting giant produces “Seven Little Pages of Retirement Plan Wisdom.” It is a must read.
Mercer has produced an extraordinary little document that clearly explains plan fees and fiduciary responsibilities for your small business 401k plans.
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