Christopher Carosa, CTFA
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/20/19
SECURE is happening, behind the fee curtain, and busting investment assumptions.
To MEP Or Not To MEP? That is the SECURE 401k Question
It’s important to remember that the 401k MEP is just a vehicle. Whether they truly meet the objective of employees saving more for retirement and doing so effectively and efficiently comes down to execution.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/13/19
Here we go again, fixin’ what ain’t broke, and you might have heard this before (sigh!).
Why Are We Seeing More Cases of “Fear of Spending” Among Retirees?
Perhaps, just as plan sponsors have developed onboarding programs for new hires when it comes to saving for retirement, maybe they should add “unboarding” programs as a bookend for those nearing retirement.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/6/19
Do Regulatory Rules Work? Fiduciary Drip-Drip-Drip, and Challenging Investing Convention.
Should a Plan Sponsor Adopt a 401k Investment Policy Statement?
Whether a plan sponsor decides to adopt a 401k IPS remains an open question. It’s not a question that should be treated casually. Every plan situation is different. Plan sponsors therefore must conduct a thorough due diligence to determine what’s best for their plan.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/29/19
The State of Retirement Plans, Targeting 12b-1 Fees, and Topping Out.
What is a 401k Investment Policy Statement (IPS)?
Although we’ve seen a broader acceptance of using an IPS, their use is by no means universal and particularly lacking among smaller employers. Perhaps there’s a realization that, if you don’t get the IPS right, you’ll only increase your liability.
Community Links
Tags
Disclaimer
The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.