Government “Help,” Fiduciary 101 and Investing 101.
The three standard flavors of ERISA fiduciary plus one special bonus.
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“If diversification of products in the annuity is limited, the product may result in a fiduciary breach because…”
Industry veteran identifies the most critical issue facing employers today and plan sponsors’ job #1.
“Advisors who don’t assume a 3(38) or 3(21) fiduciary position are unlikely to have an investment role.”
“[S]kewed articles with sensational headlines have become the norm… 401k plans are the most successful savings vehicle in history.”
The best interests of the 401k participants will always trump convenience and cost.
“MEPs are less susceptible thanks to their size and their often use of multiple providers.” “MEPs really are a great solution for employers, especially small employers.”