401(k) Fridays Podcast

Happy Holidays everyone!  As a little treat here are two of our more popular episodes bundled into one for your listening pleasure.  Both episodes feature Jason Roberts, ERISA Attorney and the Founder and CEO of the Pension Resource Institute which provides strategic consulting and training to retirement plan service providers and fiduciary education to plan sponsors.  In the first part of the podcast we discuss how current 401(k) and ERISA litigation is shedding new light on fiduciary responsibilities and best practices as well as why Jason feels that spending too much time reviewing plan investments might not provide the fiduciary protection you have been lead to believe it does!  In part two we build on many of the concepts in part one, with a specific focus on conflicts, compensation and reasonableness.  Why those three terms, well according to Jason, they are at the heart of roughly 90% of the recent 401(k) litigation.  Also, Jason shares strategies to determine fee reasonableness in light of value, six