Only time will tell, but the smart money is that open 401k MEP/PEPs are a game-changer. Are you planning to sit on the bench or are you suiting up and getting ready to wade in?
Posts From Christopher Carosa, CTFA
New laws, new regs, and old warnings.
These are the evergreen articles that have stood the test of time. Why do you think that is so? Take a look and decide for yourself.
Of quick fixes, fiduciary vulnerabilities, and manageable risks.
When you want to see what mattered and what will matter, you’ll want to scan down a list like this.
More Rules, Fiduciary Rule (finally), and we’re not saying we told you so, but…
If plan sponsors assume things can return to the pre-Covid normal, they risk exasperating existing problems. They’re there and cannot be ignored.
Compliance rules, laying in fiduciary wait, and golden investing oldies.
“Our review of the academic literature found that ESG was either unrelated or had a negative relationship to investment performance…The only studies that I know of that report positively about ESG are white papers by asset management firms.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/8/21
SOS for Social Security, forgotten fees, and investment odds.