When doing what’s in the best interests of the employees takes on an entirely new meaning.
Posts From Christopher Carosa, CTFA
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.
Now is the time for 401k plan sponsors to seize their fiduciary mantle and provide the guidance and tools plan participants need to dodge emotional decisions that could ruin their chance for a comfortable retirement.
More rules coming, fiduciary sequel, and the truth about TDFs.
An IPS must be thoroughly documented and clearly written and understood by all interested parties. Here’s what to include.
The SECURE panacea, fiduciary critical mass, and failing to learn from past mistakes.
401k plan sponsors can’t afford to fall victim to the lure of heuristics. Index funds can generate just as much fiduciary headaches as actively managed funds.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/27/20
New stimulus bill’s impact on retirement plans, do you or don’t you “trust,” and the sun rises in the east on fees.