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Daily Digest
A daily must read. Latest on 401k trends, opinion, rule changes, insights, surveys, studies and more. Click Here to Read
Insight
The Value of an Independent Fiduciary: There is a special fiduciary science behind achieving optimal results in a retirement plan. Skilled Independent Fiduciaries know how to reduce risk to plan sponsors, increase benefits to plan participants, and improve the security of future retirees.
A Primer on Qualified Default Investment Alternative Consulting: Fiduciaries will benefit the most from using fiduciary consultants that can put this new QDIA opportunity into the context of what is best for participants. This answer will not be a one size fits all approach. In fact, a significant part of the QDIA answer for any particular plan should come from the fit that the default approach has with the plan's overall approach for helping participants to optimize portfolios for meeting their individual objectives.
Uncovering and Understanding Hidden Fees in Qualified Retirement Plans: In the United States, the level of concern over 401k fees is steadily increasing. However, very few employers understand the nature and scope of the retirement plan industry's business model. Not even the Federal Government fully grasps the issue. Understanding how hidden fees came about, and recognizing the specific types and amounts of such fees, will help employers make better decisions regarding 401k services. Revised September 2007.
Selecting and Monitoring Pension Consultants - Tips for Plan Fiduciaries: The U.S. Department of Labor and the Securities and Exchange Commission have published a guide to help pension plan fiduciaries assess third party pension consultants, specifically, regarding potential conflicts of interest.
Topics and Collected Wisdom™
Our researchers look for what they think are some of the better resources available to assist you in administering your plan. We group these resources in our COLLECTED WISDOM™ topics to make it easy for you to locate the information you need. Below is a current list. Just click on an item for a full listing of available resources for that topic.
Collected Wisdom™
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