QUICK LINKS
 

Contact us here or
248-620-8100

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) DisclosuresApril 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) PlansFeb 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

Plan design, implementation, and employee communication services provided by Freedom One Retirement Services. Registered investment advisory services provided by Freedom One Investment Advisors. Main Headquarters:

8031 M-15
Clarkston, Michigan 48348
P: 248.620.8100
F: 248.620.8111