Encouraging Personal Responsibility... it Might Be Worth the Effort!
Thank you Ana Sabatino, VP of Consumer Driven Health Plans at CIGNA for being a wonderful guest on the 401(k) Fridays Podcast! If you have not had a chance to check out our interview, click below. Now for this installment of the 401(k) Fridays Fiduciary Fact and Folly! As a reminder, during this post I extract two salient points from the podcast interview that stuck out to me and could benefit employers One that is fact based and the other a story, example or thought shar
As a 401(k) Fiduciary, If it Sounds too Good to Be True...
Thank you Blaine Aikin of fi360 for sharing your wisdom and perspective on several current and important fiduciary issues for employers on this episode of the podcast. If you haven't had a chance to listen yet, the link is below. Now, for this edition of the 401(k) Fridays Fiduciary Fact and Folly! For those of you who have listened to prior episodes of the podcast, you might recall that one thing I like to do is define terms. So, let’s define what having “personal liabilit
Helping Your 401(k) Plan Win vs. the Flat Screen TV
Thank you Dr. Joe Coughlin, Founder and Director of the MIT AgeLab for an epic podcast episode. Employers should really take away some great perspective on how generational shifts in workplace attitudes will have a dramatic impact on the future of employee benefits. If you have not had a chance to listen to the interview, the link is below. Now, for this week's Fiduciary Fact and Folly. This was a pretty easy one. With the explosion of the gig economy, the rise of the mill
Do You Know Your 401(k) Dance Partner?
Thank you Bill Yoerger, President of OneAmerica Retirement, a division of American United Life Insurance (AUL) for your tremendous insights on the 401(k) Fridays Podcast! If you have not had a chance to listen to the episode yet, click below. The retirement services business continues to get more complex, competition amongst all service providers puts pressure on fees, and litigation risk and regulatory pressures compound everything. What’s really interesting, is all of thi
