Here’s what’s been hot this year. Can you see why?
. As we head towards our year-end hiatus, are you ready to take the dive into raw, unedited comments from those who serve or are served by the retirement industry?
Do you think five years is too ambitious of a time frame? If so, consider this: five years ago, would you have considered using your phone to buy groceries?
These are the evergreen articles that have stood the test of time. Why do you think that is so? Take a look and decide for yourself.
When you want to see what mattered and what will matter, you’ll want to scan down a list like this.
The entire Morehouse class of 2019 has just won a lottery of sorts. Like all lottery winners, what happens next will reveal the content of its character. And possibly reveal the ultimate fiduciary lesson.
The need for 401k plan sponsors to increase their focus on their fiduciary duties and, specifically, execute strategies with can reduce their fiduciary liability, arises from this New Fiduciary Era in which we find ourselves. Fortunately, the path to implementing these strategies is well worn. It should be easy to accomplish.
Don Trone offers an amusing take on a current issue of interest.
These articles either ask or answer critical questions every 401k plan sponsor and fiduciary must address.
The Top Ten “Must Read” FiduciaryNews.com Articles For The Three Years Ending 12/31/22!
We take a different approach by looking not too far back in the past. This avoids the “getting lost in the sauce of history” problem so many retrospectives have. It’s the opposite of the “recency” problem, where we place too much emphasis on that which lies closest to our memories. Often, instead, we’ll give more than proper weight to happenings in a distance that is rapidly losing relevance.