Perhaps the first option to focus on is that one that involves “paying back” or “not paying back.” The rules, while straightforward to financial professionals, may be less apparent to retirement savers.
Posts From Christopher Carosa, CTFA
The end of retirement? The end of “fiduciary?” The end of investing?
One of the biggest risks inherent in MEPs/PEPs is coordinating all of the many moving pieces. Here’s why people might be wrong to think they know enough about assembling a 401k MEP/PEP and regulatory compliance only heightens the potential liability.
Scrutiny abounds, the quick and the dead, and another statue about to be toppled?
More compliance that matters, a new Fiduciary Rule, and investments that don’t matter
The most pertinent issue may not be the fiduciary imperative, but the marketing imperative. This makes things extremely difficult for the 401k plan sponsor who may sometimes confuse which has priority. Here’s an example of why a plan sponsor might be concerned.
Common sense at the DOL? Throwing in the Fiduciary Towel? & Ain’t It Nice To Be Talking Investing Again?
Do you know the answers to the most important MEP/PEP questions – or do you only think you know the answers to the most important MEP/PEP questions?
Rockin’ regulators, fightin’ fiduciaries, and investment nobody is asking for.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/24/20
Fun with rules, no fun with rules, and “Rules? We don’t need no stinkin’ rules!”