Christopher Carosa, CTFA
What’s the Difference Between 3(38) and 3(21) 401k Advisers?
Once 401k plan sponsors become aware of the differences between the types of service offerings, the ideal strategy is then to explicit solicit proposals for each type of offering to determine which kind of offering best serves their unique situation.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/2/19
MEP rising, fiduciary pushme-pullya, and fee gotcha!
This is How 401k Plan Sponsors Get Education Answers to These Three F-Words
401k plan sponsors have a renewed focus on the three F-words of offering employee retirement benefits: Fiduciary, Fees, and Financial Wellness. Here’s how plan sponsors answer questions related to each of these three F-words.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/26/19
Promising Policies (Again), As the Fiduciary Word Turns, and Are Fees Too Low?
What Will Replace “Fiduciary”?
Regulators (including the DOL) seem intent on splitting the baby in half by allowing two incompatible business models – one fiduciary with no self-dealing fees, the other non-fiduciary with conflict-of-interest fees – to coexist within the same market. Does this mean “fiduciary” has lost its inherent advantage?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/19/19
In-SECURE feelings, reading the fee leaves, and as the DOL turns over.
What are 401k Plan Sponsors Interested in Most Right Now?
Here’s quick read with a surprise reveal. Can you find it?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/12/19
Reg “Son-of-a” BI, a necessary “Fee”-vil, and the coming ESG kerfuffle
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