Christopher Carosa, CTFA
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/13/20
The “State” of compliance, “Fiduciary 3.0.” and “Now You See Them, No You Don’t” Fees.
401k Plan Sponsors Fiduciary Duty in Light of Coronavirus Fear
Now is the time for 401k plan sponsors to seize their fiduciary mantle and provide the guidance and tools plan participants need to dodge emotional decisions that could ruin their chance for a comfortable retirement.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/6/20
More rules coming, fiduciary sequel, and the truth about TDFs.
This Is What You Need To Know About The 9 Components Of A 401k Plan’s Investment Policy Statement
An IPS must be thoroughly documented and clearly written and understood by all interested parties. Here’s what to include.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/28/20
The SECURE panacea, fiduciary critical mass, and failing to learn from past mistakes.
When Do Index Funds Raise A Fiduciary Issue With 401k Plan Sponsors?
401k plan sponsors can’t afford to fall victim to the lure of heuristics. Index funds can generate just as much fiduciary headaches as actively managed funds.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/21/20
Retirement SECURE Act repercussions, Mass. fiduciary mess, and falling fee dominoes.
Exclusive Interview: Pete Swisher Explains Why Companies Don’t Care About MEPs (or PEPs or Even 401k Plans)
He also reveals the greatest misconception regarding MEPs, what the SECURE Act really did, and when we might begin to see the mass media start paying attention.
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