ERISA Advisory Council Archives - 401k Plan Optimization, Compliance, Investment & Partners

The CIT Takeover: What’s Driving the Shift in 401(k) Investing

By Fred Barstein / CIT, Collective Investment Trust, Company Contributions and Vesting, DC plans, Economy, erisa, ERISA Advisory Council, fee compression, Fiduciary, fiduciary, Financial Advisors, Financial Wellness, Investment Managers, Record Keepers

Collective investment trusts (CITs) are rapidly gaining market share in 401(k) plans, increasingly replacing traditional mutual funds. Over the past 5–10 years—especially in advisor-sold retirement...

Supreme Court Decision Lowers the Bar for ERISA Lawsuits Against Plan Sponsors

By Fred Barstein / 401(k) Plan Management, Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, Communication, DOL, DOL Guidance, erisa, ERISA Advisory Council, fee compression, fee lawsuits, fee transparency, Fiduciary, Fiduciary, investment, Managed Accounts, provider due diligence, Record Keepers, Recordkeeping, Retirement Plan Advisor Due Diligence, Retirement Plan Fees

A recent Supreme Court decision has changed the legal landscape for plan sponsors, making it easier for plaintiffs to file lawsuits over how plans do...

Responding to Cyber Attacks: What Plan Sponsors Must Know

By Fred Barstein / Cyber Security, cybersecurity, cybersecurity insurance, DC Plan Sponsors, DC plans, DOL, DOL Guidance, erisa, ERISA Advisory Council, financial stress management, financial uncertainty, Financial Wellness

Cyberattacks don’t announce themselves. They slip through defenses quietly, often going undetected until participant data is already compromised. Most retirement plan sponsors assume their plan...

ERISA Advisory Council: 3 Ways to Transform Plan Defaults

By Fred Barstein / DC Plan Sponsors, DOL, DOL Guidance, erisa, ERISA Advisory Council, Financial Wellness, IRA Roll overs and Roll ins, Retirement Income, Retirement Readiness, Retirement Savings Concern

The ERISA Advisory Council (EAC) has delivered a roadmap for enhancing qualified default investment alternatives (QDIAs) that could reshape how retirement plan sponsors approach retirement...

ERISA Advisory Council: 3 Ways to Transform Plan Defaults

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