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.
Posts From Christopher Carosa, CTFA
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.
Killing retirement, back to the hat, and a new risk in town.
From an employer perspective, it’s not just about the 401k plan. There are greater realities that must be dealt with. Different firms, however, will find distinct—and differing—realities.
Battling regs, stupid choices, and let’s call the whole active vs. passive thing off.
A major retirement industry thought leader collects his gold watch. Here’s his inside story. And he’s sticking to it.
Piling on Social Security, who still does 12b-1? and the end of passive?
It’s critical that plan sponsors consult with compliance professionals before adding the Deemed IRA feature.
DOL takes it on the chin, ditto for fiduciary, and reading between the investment (head)lines.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/24/23
Raising the retirement age, ESG, and diversity, just not the way you think.