There’s a fear that those rushing to promote their own PEPs are merely trying to return to the bundle service provider environment the industry evolved away from more than a decade ago. This makes due diligence all the more important.
Posts From Christopher Carosa, CTFA
New regs coming, what’s a “fiduciary,” and the bigger the ESG, the harder it falls.
Here are five regulatory worries for those on the front lines: the professionals who devote their careers to helping improve the retirement prospects of others.
Reg questions, ESG questions, and rational investing.
More sophisticated plan participants who can afford to hire their own adviser. They don’t ask more from the plan. They ask for less, in hopes of gaining more control over their own destiny. For a variety of reasons, this isn’t as easy as some participants would like it to be.
Social Security news, fees again, and ESG comeuppance.
Just as these changes come bearing down, so, too, does a need for greater hand holding. Pressures within the provider industry, however, appear to be reducing the number of available hands.
Regulating regulators, constraining fiduciary, and you get what you pay for.
This doesn’t mean you shoot haphazardly for the stars when you can have the moon. After all, you’ve got to know your limitations. Seeking unreachable goals will only make your retirement seem hollow and pointless.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/24/22
Regulatory fireworks, flight delays for fiduciary, and once popular investments getting grilled.