Itâs often difficult for those not immersed in the everyday concerns of retirement saving to know what to ask (let alone how to interpret the answers). Itâs up to plan sponsors and the service providers they employ to guide plan participants along the proper route.
“Benchmarking your planâs fees is important step to carrying out your fiduciary responsibilities.”
Evolving Retirement Savings vehicles, Beware the Fiduciary Paper Tiger, and The Magician’s (Fee) Secret.
Investing through mutual funds, including TDFs, is like using mass transportation. Itâs not ideal but for many itâs the only realistic choice.
With the pain of the Target Date Fund 2008/09 market crash debacle still lingering in the mind, to best assess the potential fiduciary liability inherent in TDFs â no matter what safes harbors were promised by the PPA â itâs critical that 401k plan sponsors understand whatâs good about them, whatâs bad about them, and just why theyâre so popular.
Reventing ERISA erosion, limbo of the fiduciary lost, and to fee or not to fee.
Don Trone offers an amusing take on a current issue of interest.
This is the decade in which retirement savers need to accelerate their savings efforts in order to take full advantage of the positive impact time has on the growth of that savings.
State Run Plans DOA? Fiduciary’s Long Goodbye? and Products Trump Investments?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/24/17
Gov FUBAR, a new Fiduciary battlefield, and imagine a world without 12b-1 or revenue sharing fees…