The 401(k) Plan Blog

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.

Thursday, April 10, 2014

The In's and Out's of Retirement Readiness - An Interview w. Joe Reese

Earlier today, Chuck Hammond of The 401(k) Study Group interviewed Joe Reese, QPFC, AIF. The discussion surrounded the industry trends away from funds, fees and fiduciary and into retirement readiness. Has the market tired of hearing about expenses and invetstments? What is the determining factor of a succesful and effective 401k plan?

http://www.blogtalkradio.com/the401kstudygroup/2014/04/10/the-ins-and-outs-of-retirement-readiness

Great work Joe and Chuck!
- Jason

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Thursday, April 10, 2014

The In's and Out's of Retirement Readiness - An Interview w. Joe Reese

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