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Articles by: Joshua P. Itzoe, CFP®, AIF®

Ignorance Is NOT Bliss: The Sad State of 401(k) Fee Disclosure (And What You Can Do About It)

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Generally speaking, the economics of retirement plans is screwed up and has been for years. Despite the fact that just about every 401(k) provider I now meet claims to have been a long-time proponent of full disclosure, the retirement plan industry has really fallen short of providing clear and easy-to-understand information.

12/29/2008 Tagged , ,


QDIA Notice Requirements – Is Your Plan In Compliance?

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One of the most notable outcomes of the Pension Protection Act of 2006 (PPA) was a focus on making defined contribution plans (such as 401(k) plans) look and act more like defined benefit plans.

12/22/2008 Tagged ,


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