It’s critical that plan sponsors consult with compliance professionals before adding the Deemed IRA feature.
Posts From Christopher Carosa, CTFA
DOL takes it on the chin, ditto for fiduciary, and reading between the investment (head)lines.
By far, there’s almost universal agreement that 401k fiduciaries should be less concerned about investment performance than you might have seen a generation ago. Why is this so?
Crypto crypt keepers, IRA fiduciary mess, and investment basics
Not only do you need to watch the place that holds all the money, you need to watch the pipeline that feeds the money there.
Risks, retirement, and retiring.
If a fiduciary feels carrying out legal duties entails a high cost, there is an acceptable strategy for dealing with this, but the fiduciary must execute it before the client signs the contract.
Never-ending SECURE 2.0, fiduciary promises, and Every Stockpicker Groans.
Let’s not just blame certification providers. Government agencies responsible for monitoring and enforcement are also responsible for market confusion and the dilution of the “fiduciary” standard.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/3/23
Piling on Social Security, who still does 12b-1? and the end of passive?