Christopher Carosa, CTFA
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.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/22/19
A Cornucopia of Issues, “It’s Happening…” and Revenue Sharing Can’t Hide Any More…
Exclusive Interview: Skip Schweiss Says Public Today “Much More Aware” of Need to Work With Fiduciary
“Surveys show about half of investors don’t know how much they’re paying for advice, and about one in six think they pay nothing.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/15/19
Live long(er) and prosper?, quiet fronts, and investment envy.
The 5 Biggest Worries of 401k Plan Sponsors and What To Do About Them
When you’re not an expert in an important job that you need done, what do you do?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/8/19
Free to fail in retirement, fee irony, and investment theory… stinks.
How to Address Top Fiduciary Issues for Trade Associations Sponsoring 401k MEPs
It appears all but certain the floodgates will soon open wide, unleashing a torrent of trade association sponsored 401k MEPs. If you’re looking for the trigger that will open those floodgates, here’s what you should be paying attention to.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/1/19
BI Bets, Fiduciary Redux, and not your father’s investment advice.
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