How strong an argument is there for auto-enrollment? Remember, the key feature of the 2006 Pension Protection Act was to encourage auto-enrollment. The SECURE Act has even stronger language.
Posts From Christopher Carosa, CTFA


DOL Citi Ruling Changes Everything…

These service providers bring in expertise and can engage the worker directly. Once set in place, the plan sponsor can step aside and let the system run on its own.

A rare “must read” for plan sponsors on recent court ruling.

Things getting complicated, been there/done that, and a rose is a rose.

It’s clear, then, that there’s a problem. In order how to best come up cure for Covid-related leakage, we have to zero in on exactly when the trouble lies.

More on Social Security, Back to the Fiduciary Future, and Actions Speak Louder Than Words.

The example the researchers chose was a British company. The fact the study was not conducted within the framework of the ERISA environment may call into question its relevance to plans in America.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/13/23
Citi Piti, a real change for fiduciary, and climbing to a comfortable retirement.