What works, they’re back, and Sci-Finance.
Posts From Christopher Carosa, CTFA
CITs can only be offered within the confines of a trust relationship. That means the plan itself might be structurally different than one that has an investment menu limited to mutual funds.
Part-timers and retirement plans, annuities and fiduciary liability, and fads and investing.
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.
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.
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Will These Be The Biggest 401k Fiduciary Stories In 2024?
If you have any experience in the retirement plan business, some predictions just write themselves. As in “an incredible feeling of déjà vu.”