You might think you can ignore PEPs. And you might be in for a surprise.
Posts From Christopher Carosa, CTFA
Government-sponsored retirement, fiduciary lives for another day, and a new king of Wall Street.
Long industry veteran tells it like it is. How will his comments change your thoughts on these important subjects?
Regulatory Reset, Fiduciary Status Quo, and the Investment Unknown
Astute fiduciaries understand this danger. They can proactively head off turbulence before the waters get particularly bad.
Changes coming at the DOL, changes coming at the SEC, and changes coming in the market.
As you’ll see in a moment, there are situations when it does make sense to sell short that are consistent with one’s fiduciary duty. Still, the dangers are there and it’s best to proceed into this financial minefield only with the most expert of advice.
Pensions vs. 401ks, fiduciary, it’s all in the name, and the end of index funds?
In the end, though, you must remember the PEP is brand new. Not all offerings will offer the same advantages. Some may be designed specifically to forego one advantage to emphasize another.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/26/21
Re: Retirement, it’s Reagan redux, plus ESG and asset allocation… How could you miss this?