It’s fun to talk about “risk” and “return” because these are measurables and people are comfortable with the tangible world. But none of that touches upon what really matters. Worse, it can distract you from achieving what you want most.
Posts From Christopher Carosa, CTFA
Reports say the DOL expects 3,200 registered PPPs when PEPs become effective next January. Do you expect to be one of them, or will you be working for someone else?
A busy DOL, still with the 12b-1 fees, and the young and no longer stockless.
Most 401k investment menus retain the “style box” mentality of the 1990s. Who doesn’t have a kitchen from the 1990s that they don’t want to remodel? Your 401k investment menu is no different.
No Joy in DOL-ville, SEC aggressive on fees, and DOL gets serious
It’s not as if this “surprisingly secret” formula has run its course. The equation is so timeless, so simple, that it continues to work for those who have the disciple to follow its rules. Still, can today’s workers see this work for them?
Pension problems redux, because they are there, and playing to your strengths.
ESG isn’t going away. There’s no way of telling if it’s a mood ring or a diamond ring. One thing is eminently clear: ESG is a product that people want right now. This complicates life for the retirement plan fiduciary.
Point/Counter-Point; How low can fees go? and changing changes in the investment world.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/28/20
Over the target, does it matter, and back to the future.