Christopher Carosa, CTFA
Top 5 FiduciaryNews.com Stories in 2020 for the 401k Plan Sponsor and Fiduciary
When you want to see what mattered and what will matter, you’ll want to scan down a list like this.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/18/20
More Rules, Fiduciary Rule (finally), and we’re not saying we told you so, but…
Looking Ahead: 401k Plan Sponsors Issues Coming in 2021
If plan sponsors assume things can return to the pre-Covid normal, they risk exasperating existing problems. They’re there and cannot be ignored.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/11/20
Compliance rules, laying in fiduciary wait, and golden investing oldies.
Exclusive Interview: Jean-Pierre Aubry Explains Research That Concludes ESG Investments Do Not Belong In Retirement Plans
“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 12/4/20
Spinning regulatory wheels (except for fiduciary) and defining financial literacy down.
This Is How Small 401k Plan Sponsors Can Best Address Their Unique Needs
The biggest issue when it comes to access is cost. It’s not just the plan sponsor’s sensitivity to higher costs. It’s the service provider’s ability to keep those costs low.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/27/20
Regulatory nits, a new Fiduciary Rule, and old-time investment headlines.
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