Simply by eliminating all funds with commissions, 12b-1 fees, and revenue sharing from the 401k investment due diligence process can greatly reduce the fiduciary liability exposure to the plan sponsor.
Posts From Christopher Carosa, CTFA
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“Small business owners really need to have a clear understanding of all the retirement plans… Finding the right strategy will help you grow your business and save for your retirement.”
Fiduciary dog fight, the final say on fees, and there’s no free investing lunch.
Fee Disclosure and class-action suits have been the one-two punch that has spurred interest in greater 401k fee scrutiny.
Retirement rhetoric, relative fees, and the falling market exposes all.
Would a “Child IRA” be more successful with an associated government matching program?
DC dissing retirement savers, can annuities survive Fiduciary Rule, and fee scrutiny changing 401k world,
Time constraints, compliance complexity, and costs impede the creation of 401k plans in smaller businesses.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/11/16
Killing 401ks, big fiduciary, and investing common nonsense.