Christopher Carosa, CTFA
Top 5 FiduciaryNews.com Stories in 2019 for the 401k Plan Sponsor and Fiduciary
The articles that caught the greatest interest may indicate not only answers people seek but future directions they intend to go. Let’s take a look.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/20/19
SECURE is happening, behind the fee curtain, and busting investment assumptions.
To MEP Or Not To MEP? That is the SECURE 401k Question
It’s important to remember that the 401k MEP is just a vehicle. Whether they truly meet the objective of employees saving more for retirement and doing so effectively and efficiently comes down to execution.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/13/19
Here we go again, fixin’ what ain’t broke, and you might have heard this before (sigh!).
Why Are We Seeing More Cases of “Fear of Spending” Among Retirees?
Perhaps, just as plan sponsors have developed onboarding programs for new hires when it comes to saving for retirement, maybe they should add “unboarding” programs as a bookend for those nearing retirement.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/6/19
Do Regulatory Rules Work? Fiduciary Drip-Drip-Drip, and Challenging Investing Convention.
Should a Plan Sponsor Adopt a 401k Investment Policy Statement?
Whether a plan sponsor decides to adopt a 401k IPS remains an open question. It’s not a question that should be treated casually. Every plan situation is different. Plan sponsors therefore must conduct a thorough due diligence to determine what’s best for their plan.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/29/19
The State of Retirement Plans, Targeting 12b-1 Fees, and Topping Out.
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