Articles & Insights
Does Delegating Fiduciary Duties Remove a Plan Sponsor’s Liability?
Does Delegating Fiduciary Duties Remove a Plan Sponsor’s Liability? Delegating fiduciary duties can reduce a plan sponsor’s workload. It can also bring specialized expertise to
What Fiduciary Duties Can a Retirement Plan Sponsor Delegate?
What Fiduciary Duties Can a Retirement Plan Sponsor Delegate? Retirement plan fiduciary duties can overwhelm even experienced business leaders. Most employers build their expertise around
401(k) Participant Education vs. Investment Advice: What’s the Difference?
401(k) Participant Education vs. Investment Advice: What’s the Difference? A 401(k) plan can offer all the right investment options, but participants still have to understand
Reading the Skies
Reading the Skies: What a 1967 Meteorology Class and a 1928 Train Platform Teach Plan Fiduciaries Donald K. Jones, Founder & Partner of Fiduciary Wise,
Is Your 401(k) Plan Really Meeting the Requirements of ERISA 404(c)?
Is Your 401(k) Plan Really Meeting the Requirements of ERISA 404(c)? For many 401(k) plan sponsors, “we have a participant-directed plan” sounds like the end
What Is ERISA 404(c)? What 401(k) Plan Sponsors Need to Know
What Is ERISA 404(c)? What 401(k) Plan Sponsors Need to Know For most 401(k) plans, participants are expected to make their own investment decisions. They