“Surveys show about half of investors don’t know how much they’re paying for advice, and about one in six think they pay nothing.”
Posts From Christopher Carosa, CTFA
When you’re not an expert in an important job that you need done, what do you do?
Free to fail in retirement, fee irony, and investment theory… stinks.
It appears all but certain the floodgates will soon open wide, unleashing a torrent of trade association sponsored 401k MEPs. If you’re looking for the trigger that will open those floodgates, here’s what you should be paying attention to.
BI Bets, Fiduciary Redux, and not your father’s investment advice.
Therein lies the conundrum. In the current environment, it may be far easier to overlook the failure to meet benchmarks with adequate consistency than it is to ignore the du jour ad hoc definition of woke.
MEPs, Saving Trees, and Fee vs. “Fee”
Not being able to easily monitor how former employees apply these tools, however, can increase the fiduciary liability of plan sponsors.
IRS opines on MEP Rules, EBSA reorganizes, and TDFs take a whacking.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/15/19
Live long(er) and prosper?, quiet fronts, and investment envy.