How to help plan sponsors avoid litigation and limit potential losses
Every 401k plan sponsor has a fiduciary obligation to plan participants. If employees accuse a plan sponsor/employer of not being able to act in the best interest of his employees,...Read More
Your 1 minute case study on 401K Retirement Plans: Maximizing Plan Performance
For this week’s Larkspur-RiXtrema case study, we’re going to take a look at the Summary report of a random plan and we’ll try to optimize it in terms of performance,...Read More
5 Articles for your weekend reading list: August 25-26, 2018
Here are five suggested articles to read this weekend: 1. More Young Participants Committing 401k Faux Pas – Early withdrawals from 401ks and other retirement accounts are on the rise among younger...Read More
Staying Committed to the DOL Fiduciary Rule
The fiduciary rule we all hear about reminds me of a roller coaster ride: first it seemed imminent after the regulation was initially created under the Obama administration, then President...Read More
What is the current biggest worry for Plan Sponsors?
With Fidelity’s newest Plan Sponsor Attitudes survey released, we have a lot of great new data to take a look at when it comes to plan sponsors and their 401k...Read More
The Complete Guide to the 404(c) Diversification Report
Below is your complete guide (with corresponding screenshots) to the 401kFiduciaryOptimizer 404(c) Diversification Report: Diversification addresses a plan lacking diversifying investments; it does not address overlap in the menu. It...Read More