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With greater fee disclosure and focus on fiduciary issues, it seems logical that RIAs and hybrids would increase 401(k) market share. SageView’s growth might be an indicator of this trend as well as recent data from Cerulli. Read more: Sageview and Cerulli READ MORE
A proposal by Sen. Tom Harkin (D-IA) to address what he calls the “retirement crisis” would shore up Social Security and also create a new retirement fund run by the government but funded privately. What appears to be a government-sponsored IRA intended to provide pension like lifetime income... READ MORE
Nearly 10 years ago, when there were 120 national 401(k) recordkeepers (defined as those that have a national sales force with most attached to a larger financial service organization), it was easy to guess which ones were likely to exit the market next. The hard question was which ones would never... READ MORE
Here are six websites I recommend.The Employee Benefit Research Institute (EBRI)EBRI has been conducting nonpartisan, objective research on employee benefit plans (retirement and health care) since the late 1970s – and all of our research is available online. We’ve modeled retirement income... READ MORE
At OppenheimerFunds, our perspective is that diversification comes from having a portfolio positioned to take advantage of economic progress all over the world while seeking to protect and grow long-term purchasing power. Over the past generation, the global economic, political and social... READ MORE
Do we really live in the Information Age? I ask because it seems to me the retirement plan industry is a bit behind the curve when it comes to making key information available to those who need it the most.We talk a lot about focusing on participant outcomes and helping plan sponsors achieve their... READ MORE
By Sheldon M. Geller, Esq.Investment advisors need to protect 401(k) plan sponsor boards, corporate officers, and other plan fiduciaries from an increasingly active and ERISA-sophisticated bar. Recent court decisions have identified issues that investment advisors should consider to effect prudent... READ MORE
By Richard PhillipsThe metaphor of a design-focused 401(k) easily lends itself to construction imagery, where each building block needs to be in the right place, in the right alignment, at the right time. But before we start laying bricks (if you’ll pardon the pun), it’s important to properly... READ MORE
By Sheldon M. Geller, Esq., CPAThe Employee Retirement Income Security Act (ERISA) requires plan sponsors and other plan fiduciaries to act prudently and solely in the interest of plan participants when selecting and monitoring service providers and plan investments. Service provider arrangements... READ MORE
Revised Field Assistance Bulletin 'effectively eliminates' several significant fiduciary requirements, says Dudley of ABCThe Department of Labor's Employee Benefits Security Administration (EBSA) backed off on its controversial fiduciary requirements involving brokerage windows under its fee-... READ MORE

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