As you’ll see in a moment, there are situations when it does make sense to sell short that are consistent with one’s fiduciary duty. Still, the dangers are there and it’s best to proceed into this financial minefield only with the most expert of advice.
Posts From Christopher Carosa, CTFA
In the end, though, you must remember the PEP is brand new. Not all offerings will offer the same advantages. Some may be designed specifically to forego one advantage to emphasize another.
Regulations Changing, Fiduciary Stagnating, and Goals-a-Go-Go.
In the coming ascendency of 401k PEPs, here’s what might surprise you, and here’s what might disappoint you.
IRA MIA, waiting for fiduciary, and Bogle’s Frankenstein.
Here things get a little familiar for companies with pre-existing stand-alone 401k plans (but may need to be discovered by those without plans).
SOS for Social Security, forgotten fees, and investment odds.
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?
New laws, new regs, and old warnings.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/29/21
Pensions vs. 401ks, fiduciary, it’s all in the name, and the end of index funds?