RETIREMENT INDUSTRY NEWS Check out the most recent media clips, press, and latest news about retirement.
401(k) Plans
Fee Related Articles
Fiduciary Articles
Recent Lawsuits
Target Date Funds
401(k) PLANS
401(k) Risk Management. October 07. Author: Fred Reish
Abuse and Misuse of Access to Participants
A Tip for Plan Sponsors. October 07. Author: Fred
Reish
Best practices for preventing 401(k) plan lawsuits. March 08.
Author: Carol I. Buckmann
DOL Lays Out Its Top Investigative Priorities & Identifies Key Sponsor Mistakes - Author: IOMA
Make 2008
the Year to Review Your 401(k)
Participants and 401(k) Expenses. October 07. Author: Fred
Reish
Pension Protection Act (PPA) will affect most every 401(k) today. Freedom One offers complimentary assistance on how PPA will affect your 401(k) plan. More.
Questions your 401(k) provider is afraid you will ask
Retirement and Financial Glossary of Terms
RIAs gaining in market for small 401(k)s
SEC Turning
Its Attention to 12b-1, 401(k) Disclosures. April 07.
Plan Sponsor Magazine
FEE RELATED ARTICLES
Conducting a Successful Fee Review. Jan 06. PSCA.org
PDF
Consider The Costs.
Department of Labor - Fee Disclosure Form
Disclosure of 401(k)
Fees: An Overview for TPAs.
June 98. Author: Fred Reish
Federal Watchdog Calls for Greater 401(k) Fee Transparency.
Dec 06. Work Force Management
How Much is Enough
December 05. Author: Fred Reish.
Shifting Responsibility.
October 07. Author: Fred Reish
The
Importance of Being Earnest and Understanding Retirement Plan Costs.
Spate of Class Action Lawsuits Targets 401(k) Fees and Expenses.
October 06. Author: Joe Faucher
FIDUCIARY RELATED
ARTICLES
A warning light for fiduciaries. June 08. Investment News.
Author: Blaine F. Aikin
Fiduciary Focus: Providing Value to Sponsors of Retirement Plans.
Jan 08. W. Scott Simon.
PDF
A
Conversation with a Fiduciary. June 07. Matthew Hutcheson
PDF
A
Conversation with a Fiduciary (Part 2). Oct 07. Matthew Hutcheson
PDF
Abuse and Misuse of Access to Participants.
July 07. Author: Ian Kopelman
Are 401(k)s headed for a
fiduciary meltdown?
Author: Ian Lohr and John
Lorh
Beginning at the End. March 05.
Author: Fred Reish
Brokers as Fiduciaries -
July 07. Author: Fred Reish
Brokers Lose Fiduciary Exemption for Investment Advice.
June 07. Author:
Ian Kopelman
DOL
Requires More Due Diligence for 401(k) Advisors. March 07.
Author: Savita Lyer
Fiduciary Focus: The Pension Consultant Shell Game. Sept 05.
Author: Scott Simon
PDF
Fiduciary Focus: The Pension Consultant Shell Game (Pt 2). Nov 05.
Author: Scott Simon
PDF
Fiduciary Focus: Non-Fiduciary Investment Consultants. May 06.
W. Scott Simon
PDF
Fiduciary Focus: Non-Fiduciary Investment Consultants (Pt 2). June
06. Author:
Scott Simon
PDF
Fiduciary Focus: Non-Fiduciary Investment Consultants (Pt 3). July
06.
Author: Scott Simon
PDF
Fiduciary Focus: Non-Fiduciary Investment Consultants (Pt 4). Aug
06.
Author: Scott Simon
PDF
Fiduciary Focus: We Ain't
Got No Fiduciary Duties.
March 04. Author: Scott Simon.
Individuals May Now Sue 401(k) Plans.
Feb 08. Author: Lisa Shidler
It's time for fiduciaries to
get an education. Author:
Jeffrey DuFour
Lesson Plans: Lessons
from Enron (revisited). January 06.
Author: Fred Reish
Meeting
Your Fiduciary Responsibilities. May
2004. Department of Labor
Saxon Angle: Fiduciary Physical
Stepping Out: a Six-Step
Program. February 06. Author: Fred Reish
The Duty to Get Help. December 06. Author: Fred Reish
The Fiduciary
Responsibility to be Responsible. July 05. Author:
Fred Reish
The Ten
Biggest Fiduciary Challenges.
Author: Denali Fiduciary Management
Three Duties. Sept 06. Author: Fred Reish
Top Investigative Priorities & Identifies Key Sponsor Mistakes.
May 06. Author: IOMA
We Should Learn What It Really Means to Be Trustworthy. March 07.
Author: Morris Armstrong
What It Means to be
Prudent Under ERISA.
April 05. Author: Fred Reish
What is the
Value of an IRA Anyway?
RECENT LAWSUITS
DOL
obtains order requiring Seneca, South Carolina, company to restore more
than $1.5 million to 401(k) profit-sharing plan.
March 08.
US DOL
EBSA Achieves Approximately $1.5 Billion In Total Monetary Results.
US DOL
Employer ordered
to pay $100,000 for failing to monitor providers. Jan 08.
US DOL
LawyersandSettlements.com - Legal News True Stories
TARGET DATE FUNDS
Target date funds increase equity exposure. June 08.
Investment News.
Author: Lisa Shidler |