Including these will make 401k plans safer for plan sponsors and more successful for plan participants.
Posts From Christopher Carosa, CTFA
Unlike a generic vendor agreement, the IPS is a formal plan policy document that defines the parameters between the plan and relevant vendors. This is why it can also be a terrible trap.
Compliance Changes, Pay to Play, and ESG is here to stay.
Distilling a million separate page-views down to a handful of articles is a very difficult process. We trust you’ve found the worth of these articles and, over the years past and the years to come.
SECURE Act a reality, fee irony, and investment opportunity knocking… for someone.
The articles that caught the greatest interest may indicate not only answers people seek but future directions they intend to go. Let’s take a look.
SECURE is happening, behind the fee curtain, and busting investment assumptions.
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.
Here we go again, fixin’ what ain’t broke, and you might have heard this before (sigh!).
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/10/20
The Value-Added Proposition, the fiduciary fight continues, and the big get bigger.