Christopher Carosa, CTFA
Reframe 401k Participant Education To Stop Stressing Risk And Start Emphasizing Goals
It’s fun to talk about “risk” and “return” because these are measurables and people are comfortable with the tangible world. But none of that touches upon what really matters. Worse, it can distract you from achieving what you want most.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/28/20
Over the target, does it matter, and back to the future.
So You Want to Be a Pooled Plan Provider? The DOL Just Issued the Rule Telling You How to Do It. This is What You’ll Learn at the 2020 401k MEP/PEP Conference
Reports say the DOL expects 3,200 registered PPPs when PEPs become effective next January. Do you expect to be one of them, or will you be working for someone else?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/21/20
A busy DOL, still with the 12b-1 fees, and the young and no longer stockless.
Why It Might Be Time To Mix Up The Line Up In The 401k Investment Menu
Most 401k investment menus retain the “style box” mentality of the 1990s. Who doesn’t have a kitchen from the 1990s that they don’t want to remodel? Your 401k investment menu is no different.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/14/20
No Joy in DOL-ville, SEC aggressive on fees, and DOL gets serious
3 Plan Design Updates 401k Plan Sponsors Should Make To Older 401k Plan Documents To Better Account For Today’s Circumstances
It’s not as if this “surprisingly secret” formula has run its course. The equation is so timeless, so simple, that it continues to work for those who have the disciple to follow its rules. Still, can today’s workers see this work for them?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/7/20
Pension problems redux, because they are there, and playing to your strengths.
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