Company Retirement Plans
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Company Retirement Plans
This Scoop is dedicated to curating information about the retirement plan industry.
Curated by Jeff Anderson
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Limiting the 401(k) Finder’s Fee

Limiting the 401(k) Finder’s Fee | Company Retirement Plans | Scoop.it
A wave of lawsuits and a federal effort have helped lower fees for 401(k)’s and pushed companies to offer clearer details about plans, but progress is uneven.
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Is the Fiduciary Liability of Self-Directed Brokerage Options Too Great for 401k Plan Sponsors?

Is the Fiduciary Liability of Self-Directed Brokerage Options Too Great for 401k Plan Sponsors? | Company Retirement Plans | Scoop.it
If you give 401k investors enough rope, are you responsible if they hang themselves?
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Defined contribution plans keep distance from ETF options

Defined contribution plans keep distance from ETF options | Company Retirement Plans | Scoop.it
Despite significant overall growth in exchange-traded funds, ETFs barely register in 401(k) plans.
Jeff Anderson's insight:

Here's an opportunity!  

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Fact Sheet: EBSA Achieves Over $1.2 Billion in Total Monetary Results in Fiscal Year 2012

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PDF about Dol's 2012 fines.  

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Bond Beebe Accountants & Advisors's curator insight, July 2, 2013 8:02 AM

It's important to note that the EBSA intends to increase enforcement efforts, so these numbers will most likely continue to increase in future fiscal years.

 

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Vanguard Study Boosts Target-Date Funds, Plugs Financial Advisors

Vanguard Study Boosts Target-Date Funds, Plugs Financial Advisors | Company Retirement Plans | Scoop.it
A recently released Vanguard study goes some distance to rehabilitate the image of target-date funds, which are often seen as lacking in sophistication.
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Delegating & Monitoring a 3(38) Manager

Check list of To-Do's for 3(38) Eval and Monitoring from Unified Trust and Dr. Greg Kasten.

Via Chuck Hammond, PPC, CMFC
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