Eliminating the match and investing a large portion of retirement savings in bonds creates a risk. It may cause the retirement savings to go down in flames.
Posts From Christopher Carosa, CTFA
Compliance up is down, only the beginning of the Fiduciary Rule, and Ch-Ch-Ch-Changes.
Let’s take some time off this week to reflect why we’re thankful for the 401k.
Regulator clarity, a lot of movement, and the upside of high rates.
Between the IRA Rollover matter and the redefinition of “regular services,” there is no shortage of ways to chip away at the new Rule. What might be one way we can expect to see the industry attack the Rule in front of a judge?
Social Security, the new Fiduciary Rule, and ignoring the elephant in Groucho’s pajamas.
This broader definition of fiduciary may impose a potential hardship on a segment of the retirement industry that has been trying hard to gain a foothold in plan infrastructure.
All about the DOL’s new Fiduciary Rule.
In the spirit of the season, one might even think of this as “tricking” employees to save. Plans sponsors are already using these tricks.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/1/23
Part-timers and retirement plans, annuities and fiduciary liability, and fads and investing.