Login
401(k) Fiduciary Pro Tip: Uninvested Cash Can Be a Symptom of a Bad 401(k) Recordkeeper
Uninvested cash can be a symptom of uncorrected 401k problems. Small business 401k fiduciaries should look for it to evaluate recordkeeper performance
Read More
John Oliver Should Be Upset; His Hancock 401k Fees Are Too High!
John Oliver attacks his company’s John Hancock 401k plan. Hancock makes misleading statements in rebuttal. What’s the truth about Hancock 401k fees?
Read More
401(k) Disclosure Rules Are Out of Date; It’s Time for Common Sense Reform
Current ERISA regulations make electronic delivery of participant disclosures risky for small business 401(k) fiduciaries. It's time for reform.
Read More
SEC Money Market Reform Will Affect Many Small Business 401(k)s in 2016; 401(k) Fiduciaries Should Understand its Consequences
SEC money market reforms will take effect in 2016. If a 401(k) includes a money market fund in its investment lineup, small business fiduciaries should understand the consequences of these reforms in order to decide if their plan’s money market fund should be replaced in advance of the new rules.
Read More
A Common Sense 401(k) Reform - Retirement Labels and Receipts
Retirement labels and retirement receipts could save 401(k) investors billions each year.
Read More
Watered-Down Fiduciary Rule May be the Best Case Scenario for Investors
DOL Releases Their Long-Awaited Fiduciary, or “Conflicts of Interest,” Rule.
Read More
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.
Read More
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
Read More
MyRAs are not the answer for expanding retirement plan coverage
MyRAs not yet a strong alternative for small business retirement plans. The President and Congress need to work together to give workers more options.
Read More
Let’s put “Income” back in ERISA
We recommend the government and industry nudge plan participants toward better retirement income results. Tweak ERISA by allowing more competition.
Read More