Once in a while someone writes something and gets it right. . Attached is a good read for Retirement Plan Advisors of all levels, beginner through expert. Main theme is that overall comprehensive service and maximizing protection is where the value to the employer is, it's not all about picking funds, or really even a little.
See the article linked here.
http://www.jdsupra.com/legalnews/the-real-role-of-a-401k-plan-financi-67827/
Nice work Ary!
A forum to discuss all issues pertaining to qualified retirement plans; including 401(k), profit sharing, defined contribution, defined benefit and employee benefits. Included will be fiduciary responsibility and liability, ERISA Sections 3(21) and 3(38), Fee Disclosure, fiduciary delegation, discretionary trustees, participant education, plan governance, Defined Goal investing, mutual funds, collective funds (CIFs), ETFs, Asset Allocation Models, Target Date/Risk and glide paths.
Tuesday, April 30, 2013
The "Real" Role of a 401(k) Plan Advisor - Good Thoughts Ary
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