This isn’t free money. It comes at a price. Many naïve folks might be salivating at the prospect of releasing these big bucks from the prison of their retirement plan… until they read the fine print.
Posts From Christopher Carosa, CTFA
What’s the biggest challenge for those responsible for administrating their company’s 401k plan while working from home? How is that challenge best overcome?
New stimulus bill’s impact on retirement plans, do you or don’t you “trust,” and the sun rises in the east on fees.
When doing what’s in the best interests of the employees takes on an entirely new meaning.
What’s not yet important, what totally unimportant, and what is important right now (but not for the reason you think).
With the large influx of employees working from home, telecommuting may be here to stay. Companies need to rethink how they’ve addressed 401k communications in the past. One never knows when the “new” normal will appear.
The “State” of compliance, “Fiduciary 3.0.” and “Now You See Them, No You Don’t” Fees.
More rules coming, fiduciary sequel, and the truth about TDFs.









FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/3/20
Who CARES? Sheltering in place, and market-based ping pong.