The prevailing consensus has been corporate executives work for their owners (i.e., shareholders). That all changed on August 19, 2019. What are the fiduciary implications?
Posts From Christopher Carosa, CTFA
If you think this evolution is amazing, just wait until you see what changes come about once the 401kMEP starts ramping up.
Regulators’ mixed blessing, say it ain’t so, Abagail, and do you feel better now?
It may not immediately strike small business owners that they may not have complete control or access to their own retirement assets that sit within the company plan they sponsor. After reading this, they may have second thoughts about taking any unvetted actions.
The other MEP, the Empire State strikes back, and away we go!
Once 401k plan sponsors become aware of the differences between the types of service offerings, the ideal strategy is then to explicit solicit proposals for each type of offering to determine which kind of offering best serves their unique situation.
MEP rising, fiduciary pushme-pullya, and fee gotcha!
401k plan sponsors have a renewed focus on the three F-words of offering employee retirement benefits: Fiduciary, Fees, and Financial Wellness. Here’s how plan sponsors answer questions related to each of these three F-words.
Promising Policies (Again), As the Fiduciary Word Turns, and Are Fees Too Low?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/23/19
Everything Old is New Again, Double Fiduciary Trouble, and Looking for Mr. GoodFee.