Christopher Carosa, CTFA
Should A 401k Fiduciary Treat ESG As An Asset Class, A Stock Valuation Factor, Or Neither?
ESG isn’t going away. There’s no way of telling if it’s a mood ring or a diamond ring. One thing is eminently clear: ESG is a product that people want right now. This complicates life for the retirement plan fiduciary.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/31/20
Point/Counter-Point; How low can fees go? and changing changes in the investment world.
How Best to Prepare Yourself to Go from Zero to MEP/PEP in Four Months
Nonetheless, there is a way to short-circuit this time-frame. You can do it, but you’ve got to really want to do it.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/24/20
Fun with rules, no fun with rules, and “Rules? We don’t need no stinkin’ rules!”
What’s the Most Effective Way 401k Plan Sponsors Can Motivate Their Employees to Repay Their CARES Act Early Withdrawals?
Perhaps the first option to focus on is that one that involves “paying back” or “not paying back.” The rules, while straightforward to financial professionals, may be less apparent to retirement savers.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/17/20
The end of retirement? The end of “fiduciary?” The end of investing?
Why You’re Not Ready for the Coming 401k MEP/PEP Revolution (Even Though You Think You Are)
One of the biggest risks inherent in MEPs/PEPs is coordinating all of the many moving pieces. Here’s why people might be wrong to think they know enough about assembling a 401k MEP/PEP and regulatory compliance only heightens the potential liability.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/10/20
Scrutiny abounds, the quick and the dead, and another statue about to be toppled?
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