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Clarity in a Complex World? A 408b-2 Review
401k fees disclosures are too complicated for the average 401k fiduciary.
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The DOL’s Fiduciary Rule: Why Can’t Regulators do Simple?
DOL regulations make it difficult for small business 401k plan sponsors to meet their fiduciary responsibilities.
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401(k) Participants Should Leave Investing to the Pros; Focus on Saving
401k participants should focus on savings when determining their retirement readiness. Leave 401k investing to professionals.
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Is Conflict-Free Investment Advice More Expensive than Conflicted Advice?
Opponents of the DOL Fiduciary Rule say conflict-free 401k investment advice is cost prohibitive; they are wrong.
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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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