401(k) Fridays Podcast

The inspiration for this episode came from a request for proposal I received recently from a company in my day job as a workplace retirement plan consultant  After giving it a quick read through, my initial reaction was wow, this company is in a fiduciary defensive shell.  Their entire focus was on managing and limiting their fiduciary liability.  I guess if you consider the lawsuits and fiduciary messaging I can understand their positioning.  So, that got me thinking, should workplace retirement plan fiduciaries be thinking defensively or offensively when making plan decisions?    To bring some perspective to the conversation I was excited to have Jaime Fleckner, a Partner and Chair of the ERISA Litigation Practice at Goodwin Proctor join me.  He has a pretty impressive background and experience defending retirement plan fiduciaries which you can check out at 401kfridays.com/fleckner.  I won’t steal Jaime’s thunder but I will tell you that if you’re looking for some fresh thoughts on the current retirement p