Keeping the investment option menu simple not only increases the odds employees will retire in comfort, it also helps reduce fiduciary liability for plan sponsors.
Posts From Christopher Carosa, CTFA
Social Security turns 80, DOL messes up again, and will anyone ever get it right on mutual fund expense ratios?
Perhaps, when planning for retirement, self-security is more important than Social Security.
Rethinking Retirement Policy, Fees that Matter, and Keeping Investment Simple.
In this amazing interview, each answer could write its own headline!
Social Security Birthday, Fiduciary Hearings, and Turning the Investing Tide.
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Retirement’s Oliver Hardy Moment, Kitces’ Catch-22, and media disses equities.
The numbers suggest the QLAC product isn’t quite ready for prime time.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/4/15
Camels, Clods, and Ostriches rule the week.