Viewpoints about Fiduciary
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Seven suggestions for designing a 401(k) investment menu
Our 7 suggestions for designing a diverse 401(k) menu provide considerations for 401(k) plan sponsors in selecting investments.
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What's a defined contribution plan and how to choose one
Find out which defined contribution plan may be appropriate for your small business.
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Considerations when evaluating 401(k) net investment fees as an ERISA fiduciary
Make sure your regular fund reviews include exploring alternative share classes.
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How a 401(k) fee policy statement can help protect you
A fee policy statement shows that you understand your 401(k) plan’s costs, which can protect you as a fiduciary.
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COVID-19 considerations for 401(k) plan fiduciaries
With COVID-19 creating business disruptions and market volatility, many plan fiduciaries have been dealing with difficult decisions about their 401(k) plans. As you make the necessary adjustments to your plan, these five steps can help you follow a prudent process.
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What’s a 401(k) employee census for?
Current census data allows your plan recordkeeper to connect directly with your participants.
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IRS relaxes rules for obtaining spousal consent for 2020
IRS Notice 2020-42 creates a remote notarization process for retirement plan transactions that require spousal consent. This helps solve problems related to social distancing and COVID-19.
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EBSA provides disaster relief for retirement plans
On April 29, the EBSA, a branch of the DOL, issued EBSA Disaster Relief Notice 2020-01, offering relief for plan sponsors and easing certain provisions for companies affected by COVID-19.
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ERISA's actual knowledge requirement says what it means and means what it says
The Supreme Court has defined actual knowledge for plan sponsors.
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What is ERISA?
ERISA’s rules govern plan fiduciary behavior, benefit fairness, and benefit determination to safeguard the interests of covered employees. Learn what all this means to you.
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