Basic Members
401k: Kill it or Expand Its Reach?
This is not to say the 401k is perfect and that there’s no need to improve it. These improvements, though, would be more like tweaks rather than wholesale changes.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/29/17
Compliance test, plan sponsor fiduciary awareness, and the similarity between Paul McCartney’s grandfather and the future of mutual funds.
Guidelines for Minor Children: How to Avoid a Personal Retirement Crisis
But, as the cliché goes, “What about the children?” Arguably, it is minor children who have the best (and easiest) opportunity to shield themselves from a retirement crisis. They have the advantage of time (to maximize the benefits of compound interest).
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/22/17
Pension problems, spaghetti regs, and the never ending battle between stocks and bonds.
Ted Talks! The Benna401k Comes Alive
The primary reasons for small businesses that you don’t offer 401k plans are cost, complexity, and liability exposure. The traditional 401k plan has a lot of baggage rolled to those areas. It’s complicated. It’s definitely not easy. For local business of 10 to 15 employees that have so many different things they have to deal with, they just aren’t in position to want to have to deal with the baggage with the 401k plan.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/15/17
Derisking pensions, Morningstar wants “Clean” fees, and irrational investing.
Social Security – A Promise Breaking?
While Social Security is not going “bankrupt,” it’s clear it will have to change in both a fundamental and disruptive way.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/8/17
You may have thought Labor Day week was a quiet week… and you may have been right.
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