A new year, a new rule, and an old fad.
Posts From Christopher Carosa, CTFA
What Do You Think Was The Top Fiduciary Story In 2023?
The growing norm, the battle begins, and once more into the breach.
If you have any experience in the retirement plan business, some predictions just write themselves. As in “an incredible feeling of déjà vu.”
What works, they’re back, and Sci-Finance.
CITs can only be offered within the confines of a trust relationship. That means the plan itself might be structurally different than one that has an investment menu limited to mutual funds.
Part-timers and retirement plans, annuities and fiduciary liability, and fads and investing.
Eliminating the match and investing a large portion of retirement savings in bonds creates a risk. It may cause the retirement savings to go down in flames.
Compliance up is down, only the beginning of the Fiduciary Rule, and Ch-Ch-Ch-Changes.
The Top Ten ‘Must Read’ FiduciaryNews.com Articles For The Five Years Ending 12/31/23!
These are the stories that tell us what is most on the forefront of the minds of those most involved in the retirement plan industry. It tells us both what questions they’re asking and, perhaps, why they’re asking them. The articles that make this list don’t represent fads, but the never-ending hard reality in the everyday world of 401k plan sponsors and fiduciaries.