Fiduciary News

Image by Andrew Martin from PixabayPhoto by Chicago Cameraslinger on UnsplashPhoto by Photo Boards on UnsplashPhoto by Trường Trung Cáș„p Kinh Táșż Du Lịch ThĂ nh Phố Hồ ChĂ­ Minh CET on Unsplash
Hosting an industry conference? Ask us about including it in this ticker.

Posts From Christopher Carosa, CTFA

How Can 401k Plan Sponsors ‘Trick’ Employees Into Saving More For Retirement?

    How Can 401k Plan Sponsors ‘Trick’ Employees Into Saving More For Retirement?

In the spirit of the season, one might even think of this as “tricking” employees to save. Plans sponsors are already using these tricks.

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/27/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/27/23

More IRA troubles, anticipation, and the State of the State.

0 comment Read Full Article

DOL Approves Citi’s ‘Diverse Asset Program’ for 401ks—What Could Go Wrong?

    DOL Approves Citi’s ‘Diverse Asset Program’ for 401ks—What Could Go Wrong?

The DOL seems to use the same metric that it earlier employed in its statement on the Fiduciary Rule. Still, the Advisory Opinion is very precise in what it allows. Citi will have to tread carefully to not cross the line into the realm of fiduciary.

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/20/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/20/23

Getting your money, waiting for what? and the great investing hoax.

0 comment Read Full Article

How 401k Plan Sponsors Encourage Employees To Save More For Retirement

    How 401k Plan Sponsors Encourage Employees To Save More For Retirement

Participation is one thing. It’s critical that retirement savers build on the momentum of participation and use that to increase the amount of dollars that get contributed to their article. How can plan sponsors facilitate this?

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/13/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/13/23

Citi Piti, a real change for fiduciary, and climbing to a comfortable retirement.

0 comment Read Full Article

How Can 401k Plan Sponsors Increase The Number Of Employees Who Participate?

    How Can 401k Plan Sponsors Increase The Number Of Employees Who Participate?

How strong an argument is there for auto-enrollment? Remember, the key feature of the 2006 Pension Protection Act was to encourage auto-enrollment. The SECURE Act has even stronger language.

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/06/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/06/23

DOL Citi Ruling Changes Everything…

0 comment Read Full Article

How 401k Plan Sponsors Can Onboard New Hires To Encourage Retirement Savings

    How 401k Plan Sponsors Can Onboard New Hires To Encourage Retirement Savings

These service providers bring in expertise and can engage the worker directly. Once set in place, the plan sponsor can step aside and let the system run on its own.

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/29/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/29/23

A rare “must read” for plan sponsors on recent court ruling.

0 comment Read Full Article

FiduciaryNews.com is sponsored by…

Order Your 401k Fiduciary Solutions book today!

Vote in our Poll

Disclaimer

The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.
Skip to content