“The ERISA plaintiffs’ bar has overlooked the potential value of the Restatement’s prudent investor rule and its application to litigation involving 401k plans.”
Posts From Christopher Carosa, CTFA
Don’t get fooled again, never give up/never surrender, and rates jumping the shark
This dilemma isn’t new. Trust officers have had to face it for generations. It’s called a “split-interest” trust. Multiply this split interest problem by the number of beneficiaries in a typical retirement plan and you can see how this conflict grows more complex.
Time to bury Social Security? Mr. Market, and overthinking investing.
While this might ruffle the feathers of ESG activists, those responsible for the day-to-day work of picking stocks have the real-world experience to fully understand where Buffett is coming from.
ESG or Social Security, what’s more important?
The Biden Rule, like the Trump Rule, does not encourage or discourage the use of ESG criteria when selecting investments. This allows fiduciaries to either adopt ESG principles or ignore them.
Raising the retirement age, ESG, and diversity, just not the way you think.
Retirement plan sponsors may also benefit from teaching entrepreneurial skills to their employees. Such lessons could also provide employees with opportunities to begin to practice what they learned directly for their current employer.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/21/23
Government creep, same old fees, and what happens when fees drop.