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ERISA Fiduciary Standards: Pitfalls, Lessons and Best Practices

Posted by Sherrie Grabot, GuidedChoice CEO and Founder on Sep 12, 2018 10:33:06 AM


“With great power comes great responsibility.” This solemn quote, originally uttered in a Spider Man comic, seems apropos to the duties employers must fulfill as retirement plan fiduciaries. As it implies, fiduciary responsibility should not be taken lightly.

So what, exactly, is fiduciary responsibility? In short, it’s the duty plan sponsors and fiduciaries have to protect the best interests of retirement plan participants, retirees, and their beneficiaries. 

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Topics: fiduciary, Business Insights, For Business, fiduciary liability, Fiduciary Responsibility, Fiduciary Duty, fiduciary best practices

Personalization: The Right Approach For Sponsors and Participants

Posted by Sherrie Grabot, GuidedChoice CEO and Founder on May 9, 2018 1:11:47 PM


To date, the defined contribution (DC) retirement plan industry has looked to default solutions as a panacea. Automatic enrollment, default investment programs and automatic contribution escalation have been the prescribed “answers” to combat inertia and motivate an under-saved workforce to build their retirement nest egg.

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Topics: TDF, Business Insights, Fiduciary Responsibility, QDIA, TDFs, Managed Accounts

The Benefits of Hiring a 3(38) Fiduciary for Your Retirement Plan

Posted by GuidedChoice on May 8, 2018 2:53:01 PM


In recent years, the steady increase in investment-related litigation in the defined contribution (DC) retirement plan space (and the resulting headlines) has brought to light key questions about fiduciary responsibility. Namely, who is a fiduciary? If you’re a fiduciary, what is your role? How do you make sure you’re fulfilling your duties under the law? What are your liabilities? Is there any way to limit those liabilities?

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Topics: Business Insights, 3(38) fiduciary advisor, fiduciary risk, fiduciary liability, Fiduciary Responsibility

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