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Tag "retirement"

5 Awkward 401k Questions Every Good Fiduciary Must Know the Answer To

    5 Awkward 401k Questions Every Good Fiduciary Must Know the Answer To

Never belittle the question or the person asking the question. These are sincere queries that represent commonly held beliefs. These beliefs live a Schrodinger Cat-like existence, being generally not quite true and not quite false. It’s critical, for the benefit of all retirement savers, that these questions be asked and that fiduciaries encourage their asking. This is the only way that allows the fiduciary to respond in the second noteworthy way: By using these questions to refute misconceptions and promote good retirement saving decision-making.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/24/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/24/17

Celebrating a week of thankfulness, for bad news headlines, continuing interest in fees, and that ever open mind searching for the “coming (investment) thing.”

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Tax Reform Surprise: Congress Slips in 401k MEP Broadside

    Tax Reform Surprise: Congress Slips in 401k MEP Broadside

For all the talk and concern about Congress cutting the contribution caps for 401k plan, the real news appears to be just the opposite. Sometimes, it’s better to wait for the final result rather than get worked up about what you think may happen.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/3/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/3/17

401k Caps Survive, Fiduciary Time-Out, and the Stocks Shall Rise Again!

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If Retirement Pros Set Tax Policy Instead of Politicians, This is What We’d Get

    If Retirement Pros Set Tax Policy Instead of Politicians, This is What We’d Get

Congress may be zagging when common sense says it should be zigging. Or maybe not.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/27/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/27/17

Cap Cutting, Back Burners, and Eternal Truths

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Retirement Pros Reveal Worst Fears Regarding Tax Reform

    Retirement Pros Reveal Worst Fears Regarding Tax Reform

While much has been written of the lack of retirement savings among Americans, the most widely talked about change – lowering the cap on tax deductions – could exasperate the lack of retirement savings.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/20/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/20/17

Fiduciary irony, fee disbelief, and investment deja vu.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/13/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/13/17

The wrong way to save retirement, the truth about “clean” shares, and Investing: It’s all your fault!

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401k: Kill it or Expand Its Reach?

    401k: Kill it or Expand Its Reach?

This is not to say the 401k is perfect and that there’s no need to improve it. These improvements, though, would be more like tweaks rather than wholesale changes.

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