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Fiduciary Fact or Fiction
on June 3, 2012 in
Newsletters
by
Daniel Wedeking
The rules that govern the behavior of retirement plan fiduciaries are quite complex. Any time we are required to deal with complicated subject matter, things can get confusing, potentially leading to decisions based on a misunderstanding.
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Tagged With:
retirement plan
,
fidelity bond
,
ERISA
,
QDIA
,
401(k)
,
Pension Protection Act
,
PPA
,
404(c)
New Proposed QDIA Rules
on May 19, 2011 in
Newsletters
by
Daniel Wedeking
The opportunity to save in an employer-sponsored retirement plan is certainly an important benefit. Over the years plan sponsors have sometimes encountered issues with employees who begin to participate but who make no affirmative election about investments. The Pension Protection Act of 2006 (PPA) addressed this by providing employers a fiduciary “safe harbor” by offering a Qualified Default Investment Alternative ("QDIA"). QDIA rules cover investments made on behalf of participants in a plan's default investment option such as life cycle or target date funds, balanced funds, or managed accounts.
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Tagged With:
QDIA
,
employer-sponsored
,
retiremetnn plan
,
plan sponsor
,
plan default
,
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