If we liken the “5 Critical Topics” to the skeleton and sinew of a plan sponsor’s fiduciary obligation, the “meat and potatoes” topics can be described as its soft underbelly. It is within the routines of these topics that plan sponsors live most dangerously. What are these next two topics and why is it important plan sponsors to dig deep into them rather than simply “read the headlines”?
Posts From Christopher Carosa, CTFA
The Meat and Potatoes Topics of 401k Plan Sponsor Training: Fiduciary Education Curriculum (Part II)
These are fundamental in nature. They are necessary prerequisites for 401k plan sponsors to fully inculcate themselves with more complex topics.
Fiduciary Back-Off, Fee Free Lunch, and Bad Bonds
Here’s an inside look at what’s been making all those headlines the last few years, and maybe what might be making headlines in the next few years.
Social Security redux, the good, the bad and the fee ugly, and from fad to foundational investments.
With the final dust comfortably settling on this year’s tax season, we can know begin to put together the pieces of this new reality that may have plan sponsors and their service providers rethinking their long-held strategies.
Retirement policy potpourri, New Jersey fiduciary, and the investment gamut.
Looking for an equal and opposite reaction for those intent on continued delays in saving for retirement? This article reveals 5 effective counter punches.
Tangled compliance, a broken fiduciary record, and irrational fees.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/10/19
Compliance FedSpeak, Fee Recursion, and Parsing Investment Headlines.