There are many different types of plans, particularly when plan sponsors pick a 3(21) or 3(38) adviser. Which service provider arrangement a plan sponsor chooses impacts how the IPS will be constructed – and how the relevant parties contribute to that draft.
Posts From Christopher Carosa, CTFA
“As far as adopting employers, I would recommend an ERISA attorney because an MEP isn’t the right fit and fiduciary solution for every plan sponsor.”
As the fiduciary saga turns, wrist slapping fee violations, and the return of investing news?
Including these will make 401k plans safer for plan sponsors and more successful for plan participants.
The Value-Added Proposition, the fiduciary fight continues, and the big get bigger.
Unlike a generic vendor agreement, the IPS is a formal plan policy document that defines the parameters between the plan and relevant vendors. This is why it can also be a terrible trap.
Compliance Changes, Pay to Play, and ESG is here to stay.
Distilling a million separate page-views down to a handful of articles is a very difficult process. We trust you’ve found the worth of these articles and, over the years past and the years to come.
SECURE Act a reality, fee irony, and investment opportunity knocking… for someone.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/24/20
Do retirement plans work or don’t they, the real problem with conflicts-of-interest, and a changing investment paradigm.