Once 401k plan sponsors become aware of the differences between the types of service offerings, the ideal strategy is then to explicit solicit proposals for each type of offering to determine which kind of offering best serves their unique situation.
Posts From Christopher Carosa, CTFA
401k plan sponsors have a renewed focus on the three F-words of offering employee retirement benefits: Fiduciary, Fees, and Financial Wellness. Here’s how plan sponsors answer questions related to each of these three F-words.
Promising Policies (Again), As the Fiduciary Word Turns, and Are Fees Too Low?
Regulators (including the DOL) seem intent on splitting the baby in half by allowing two incompatible business models – one fiduciary with no self-dealing fees, the other non-fiduciary with conflict-of-interest fees – to coexist within the same market. Does this mean “fiduciary” has lost its inherent advantage?
In-SECURE feelings, reading the fee leaves, and as the DOL turns over.
Here’s quick read with a surprise reveal. Can you find it?
Reg “Son-of-a” BI, a necessary “Fee”-vil, and the coming ESG kerfuffle
Was “fiduciary” done in by over-saturation? Or was it the victim of a super successful negative campaign? Or is there something missing in our analysis?
Cal Shakes Retirement, Brokers Proest BI, and the Market Was Open on Friday.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/2/19
MEP rising, fiduciary pushme-pullya, and fee gotcha!