Christopher Carosa, CTFA
How to Counter the Top 5 Excuses People Are Using to Explain Why They’re Not Saving Right Now for Their Own Retirement
Looking for an equal and opposite reaction for those intent on continued delays in saving for retirement? This article reveals 5 effective counter punches.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/12/19
Tangled compliance, a broken fiduciary record, and irrational fees.
401k Plan Sponsors Are Asking For These Employee Educational Topics
There’s no question 401k plan sponsors know they need to up their game when it comes to employee education programs. According to one study, 80% of education programs on 401k offerings for employees are ineffective. Plan sponsors today seek solutions to better engage employees.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/5/19
New regulatory guidelines, Will fee “clarity” lead confusion? and What’s on your menu?
How 401k Plan Sponsors Can Mitigate Fiduciary Liability Associated with Target Date Funds
There are two strategic paths to use when it comes reducing liability. One approach occurs after the fact – after the target date funds are already in place. The other approach takes place before the target date funds are even placed on the 401k plan menu. Which is more reliable?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/29/19
Compliance mixed bag, SEC BI DOA? and “Investments: The Sequel”
5 Areas Where Target Date Funds Increase 401k Plan Sponsors’ Fiduciary Liability
When considering the potential – if not underestimated – liability associated with TDFs, perhaps it’s best to listen to the warning Cialdini provides regarding Social Proof: “It should never be trusted fully… we need to look up and around periodically whenever we are locked into the evidence of the crowd.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/22/19
Gov workers to move forward into (late) 20th Century? Will this make “fiduciary” more interesting? Cutting investment tension with a knife.
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