dbassette
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/26/21
The shape of things to come, who took a Thanksgiving break, and if you don’t get it by now.
Why I’m Thankful for the 401k
I’m old enough to remember a world before the 401k. So distant was this anomaly in the tax code, that I, like nearly everyone else, was unaware of its existence, let alone its significance when it was formulated in 1978. What makes this more ironic was that it was my Congressman, Barber Conable, that led the way.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/19/21
Ugly Social Security, fiduciary theory & practice, and new rules beat old investment rules.
5 Lessons To Help Convince Those Who Could Afford It To Defer Claiming Social Security
Here are five relevant lessons 401k plan sponsors can ask their service providers to show during employee education meetings.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/12/21
Inflation upside, waiting for the courts, and indexing’s fatal flaw.
Exclusive Interview: Spencer Williams Says Post Separation Leakage “A Huge Problem”
In theory, 401k plans were always intended to be highly portable, but that’s not what happened. “Portability” only evolved to the extent that the most-attractive balances were picked off and rolled over to IRAs, and everyone else was left holding the bag.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/5/21
The limits of growth, at least they tried, and a whole lot of nothing.
Inflation Fears: What Should 401k Plan Fiduciaries And Participants Do?
Depending on what the plan sponsor decides to place on the 401k menu, plan participants might have an easier time dealing with making investment choices to battle the ravages of inflation.
Community Links
Tags
Disclaimer
The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.