One of the greatest challenges for plan sponsors and all fiduciaries is to help retirement savers avoid these nine mistakes.
Posts From Christopher Carosa, CTFA
Fiduciary suit, a fee Gotcha! and an indexing Oops!
It turns out it’s not a question of “either/or” but more of the interconnectedness of “Yin/Yang.”
A Multi-Pronged Fiduciary Attack, “Small” no longer “safe,” and grappling with the inevitable.
We hold these fiduciaries to be self-evident… This is not the beginning of the end, it is the end of the beginning…
Is it the end of the fiduciary era? Does fuzzy math hurt retirement savers? Does risk trump age?
“There is no upside for an employer doing everything perfectly with their retirement plan. The downside risk, however, can be huge. It’s a risk that just isn’t worth the employer taking.”
State-Run Mayhem, Fiduciary Second Thoughts, and Honest Investment Warnings.
The DOL’s new Rule both discourages and permits continued conflicts-of-interest.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/10/16
Failing to learn from history, Fiduciary Rule shortcuts, and back to investing basics.