In general, there are some simple rules to follow. That being said, just because the rules are simple doesn’t mean you should follow them.
Posts From Christopher Carosa, CTFA
Asking for regulations, fiduciary basics, and remembering investing fundamentals.
Unlike previous definitions, this version takes a definitive step towards allowing plan sponsors to forgo traditional financial measures. Rather than relying on extensive academic studies, this new Rule represents a certain leap of faith.
ESG
If you want to make a difference, if you want to be seen as a thought leader, you’re going to have to do two things: understand your public relations goal (so you know how to measure success); and, know how to best deliver your message to your target audience.
More rules and crypto confusion.
Even without these extremes, this asset class brings with it a roller coaster experience, something many retirement savers won’t be able to stomach.
New rules, still asleep, and trouble for investing fads.
There is an out, of course, but that might eliminate the so-called “institutional pricing” advantage former employees have for staying in the plan in the first place.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/09/22
Year-end confusion, fiduciary stasis, and “I told you so” investing.