401(k) Fridays Podcast

Happy New Year and here is looking forward to another successful year on the 401(k) Fridays Podcast! We kick things off with my conversation with Jason Roberts, ERISA Attorney and the Founder & CEO of the Pension Resource Institute.  As a prior and early podcast guest, the two prior episodes we did are still very relevant.  While you don’t need to listen to them prior to this conversation, they are good to check out when you have a minute.   Prior Episodes: Are You Running Your 401(k) Committee Meeting Wrong & A Misunderstood Risk In Your 401(k) Plan This time we connect on what has or hasn’t changed relating to fiduciary governance since we last got together, we also delve into the three distinct buckets of fiduciary duties Jason recommends plan sponsors think about, what the Department of Labor has on their focus list, the double edge sword of fee disclosure, everyone’s favorite fiduciary topic, target date funds, and some unique insights on “proprietary” investments.  Jason also hits on a the hot t