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.
Posts From Christopher Carosa, CTFA
Regulators (including the DOL) seem intent on splitting the baby in half by allowing two incompatible business models – one fiduciary with no self-dealing fees, the other non-fiduciary with conflict-of-interest fees – to coexist within the same market. Does this mean “fiduciary” has lost its inherent advantage?
In-SECURE feelings, reading the fee leaves, and as the DOL turns over.
Here’s quick read with a surprise reveal. Can you find it?
Reg “Son-of-a” BI, a necessary “Fee”-vil, and the coming ESG kerfuffle
Was “fiduciary” done in by over-saturation? Or was it the victim of a super successful negative campaign? Or is there something missing in our analysis?
Cal Shakes Retirement, Brokers Proest BI, and the Market Was Open on Friday.
There’s always something new under the sun, and that means there’s always educational topics 401k plan sponsors should be asking about but aren’t. Hopefully, this list will inspire more curiosity and lead to better informed employees.
Compliance basics, fiduciary reg irrelevance, and belly up to the investment bar.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/26/19
Promising Policies (Again), As the Fiduciary Word Turns, and Are Fees Too Low?