The need for 401k plan sponsors to increase their focus on their fiduciary duties and, specifically, execute strategies with can reduce their fiduciary liability, arises from this New Fiduciary Era in which we find ourselves. Fortunately, the path to implementing these strategies is well worn. It should be easy to accomplish.
Posts From Christopher Carosa, CTFA
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, that you have taken and will continue to take from them something of value from FiduciaryNews.com.
Big retirement policy fight, investment rocket science, but mostly news that was overshadowed by other things.
Who would you ask if you wanted to know the best way to do something.
State-Sponsored retirement plans a path to privatizing Social Security? Can a good fiduciary make a bad decision? Is this the beginning of the end of 12b-1 fees?
As the year approaches its conclusion, it’s a good time to reflect on the good that we have seen in the 401k world. In doing so, we can see plan sponsors have reason to smile.
Tale of Two Public Policy Cities, Plato’s Fiduciary Cave, and Frankenstein’s Index Fund
It’s safer to assume you don’t know everything – and here’s a list that begins to define that everything.
Retirement policy retreads, fiduciary court headlines, and aligning required reporting requirements with investors’ behavior.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/28/18
Retirement plans work! 12b-1 fees don’t, and the market horse is out of the barn.