If you think this evolution is amazing, just wait until you see what changes come about once the 401kMEP starts ramping up.
Posts From Christopher Carosa, CTFA
Regulators’ mixed blessing, say it ain’t so, Abagail, and do you feel better now?
It may not immediately strike small business owners that they may not have complete control or access to their own retirement assets that sit within the company plan they sponsor. After reading this, they may have second thoughts about taking any unvetted actions.
The other MEP, the Empire State strikes back, and away we go!
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.
MEP rising, fiduciary pushme-pullya, and fee gotcha!
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?










FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/23/19
Everything Old is New Again, Double Fiduciary Trouble, and Looking for Mr. GoodFee.