You probably need three to five to 10 videos for each one of those topics or personas that you have. You might have one topic that somebody who is in their early twenties versus their early fifties, is looking at very, very differently.
It’s been around for a while, but NetFlix et al have made ‘binge-watching’ a social norm. Is this habit about to trickle down into 401k education and financial literacy in general?
Government in the retirement business, fiduciary censorship, and more on investment fads.
Today, more and more plan providers are thinking “inside the box,” trying to spice up employee meetings by throwing a good dose of entertainment in with the education.
RMD mania, “Say it ain’t so, Joe,” and “”Nobody goes there anymore…”
There’s a perverse incentive working here, however. The more aggressive a plan sponsor gets in terms of promoting “financial wellness,” the more likely that plan sponsor will accidentally cross some compliance line.
Bad Apples, 12b-1s, and messy Massachusetts.
Even if ERISA does not cover the Thrift Savings Plan, it’s worth noting the exercise of this discussion may be worthwhile to those actually do bear ERISA fiduciary responsibility.
Government treats, tricky fees, and the lost (investing) generation.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/22/22
IRS, Reg B-I, & Inflation