Christopher Carosa, CTFA
A Company Fiduciary Must Ask These Questions Before Joining a 401k MEP
MEPs have the potential to do what state-sponsored plans may not be able to offer – protection under ERISA. That’s in the employees’ best interests. If many embrace this concept, September 30, 2019 may indeed signal the dawn of a new day in retirement saving. Still, due diligence remains an imperative.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/27/19
A birthday party, a fight, and a leaking bucket.
A New Way to Prepare Employees for Retirement Plays to 401k Plan Sponsors’ Strengths
If plan sponsors can train their employees to use these same tactics for their retirement, they’ll be more likely to practice those tactics at work. And that’s good for business.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/20/19
Nullifying compliance nullification, a whole slew of fiduciary rules, and the joys and sorrows of market timing.
Exclusive Interview: Ric Edelman Says Reg BI “Unlikely to be Implemented”
“The SEC’s Regulation BI is terribly disappointing. It not only fails to protect consumers; it actually makes the situation worse… The confusion that will ensue will be very damaging to investors nationwide.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/13/19
Compliance questions, back to the fiduciary future, and who didn’t see this coming?
How Reg BI Changes the Fiduciary Landscape for the 401k Plan Sponsor
Just as summer changes into fall, Reg BI will change the way all participants – investors, service providers, and 401k plan sponsors – interact with each other. These are the changes we might expect.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/06/19
Revenue sharing troubles, target date troubles, and what’s that they just said about index funds?
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