Nobody’s perfect. It’s unfair to expect recordkeepers to be. Everyone makes mistakes—even recordkeepers. The problem is what happens when a mistake occurs.
Posts From Christopher Carosa, CTFA
How do you solve, for example, the problem of integration between the payroll software and the 401k recordkeeper’s website?
Big Brother, Godot, and Latin attack skills.
“I was [once] a major skeptic of the use of annuities, I have subsequently changed my mind regarding the efficacy of low-cost fixed and variable annuities in both personal and retirement accounts.”
Everything under the regulatory sun, real fees In court, and don’t believe everything you read.
A few years ago, this might have been classified as a common “mistake.” Again, “mistake” is in quotes because this is less an issue for certain plans (usually small firms or particular industries) than others.
Compliance learning, same old fee mistakes, and ESG gets a cold fiduciary slap on the face!
Common mistakes. Non-believing 401k plan sponsors. How many of these have you seen? What have you done to address the dilemma of what to do when the client isn’t always right?
Closer to the target, (it turns out) size doesn’t matter, and more on fading fads.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/2/22
Mickey Mantle’s rookie card, state-sponsored aggression, and ESG chickens coming how to roost.