Year: 2018
Exclusive Interview: NAPA President-Elect Jania Stout Explains How to Keep HSA From Cannibalizing Retirement Savings
“…anytime we are talking about disclosures, don’t make them like the lovely 404a notices. Make them simple and easy to understand. Otherwise you lose the whole point of the disclosure.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/13/18
Fiduciary Rule not dead yet? Tax reform means plan document update? And why the quietude on investments?
Ongoing Debate: When (If Ever) Can a Fiduciary Legally Engage in Self-Dealing?
On the face of it, there appears to be little room for debate. Upon closer examination, however, the specifics of particular circumstances can muddle things up. Would you like to see what we mean by this? Here’s what you get when you ask the experts whether or not a fiduciary can ever legally engage in self-dealing.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/6/18
Be wary of these regulatory plugs, marketing buzz, and investment fads.
Must Read for the Summer: Top Fiduciary Questions 401k Plan Sponsors Must Ask (But Sometimes Don’t)
Would you rather have the nuts and bolts practical guide for what to ask or the theoretical questions that tend towards the philosophical? Most 401k plan sponsors are too busy for theory, that’s why they’ll prefer to focus on these questions.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/29/18
Connecticut tries to get into the fiduciary game, Massachusetts tries to stay in the fiduciary game, and ESG may be thrown out of the fiduciary game.
7 Steps to Teach Your Child Good Financial Habits
The real prize, though, comes courtesy of following Ben Franklin’s advice. Once you convince them to save and they see the perpetual motion machine known as “compounding,” your job is done.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/22/18
Pensions face plant, fiduciary dies, and fees, well, fees just continue to be a problem.
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