Christopher Carosa, CTFA
Will COVID-Related 401k Plan Shrinkages Push Companies to Pooled or State Solutions?
Unless state-sponsored efforts can defy the stultifying reality of any political process, they are unlikely to pivot fast enough to overcome the fast-paced offerings coming from these private sector offerings.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/8/20
Who CARES? Same old same old fee problems, and the return of active investing.
What Can 401k Plan Sponsors Do to Discourage Unnecessary Premature Retirement Plan Withdrawals?
The good news is 401k plan sponsors don’t need to treat this as a solo act. They’ve already got a team of hired hands to help them.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/1/20
Social Insecurity, 12b-1 follies, and “For the Long Run”
How Can 401k Plan Sponsors Better Shield 401k Participants From External Fraud?
Plan sponsors – or, more specifically, the companies plan participants work for – may be placing employees in a far greater cyber-vulnerable position than they realize.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/24/20
Social Security problems(?), more fee suits, and an investment hodge podge.
Here’s How The 401k Fiduciary Dispels The “This Is Retirement?” Corona-Quarantine Fear
Many see the quarantine as a test run for retirement. There are those who view this “test run” and say they never want to retire. How do you dissuade them of this notion that they’re practicing retirement right now?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/17/20
More relief, fiduciary wasteland, and making the same fee mistakes.
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