We asked retirement advisors from across the country whether they felt SECURE 2.0 had been over-hyped or represented a game changer. Here’s what they said on a few key issues.
Tag "403b"
Although the Rule appears to be directed primarily at service providers, plan sponsors still have a fiduciary duty to monitor plan compliance, and that includes complying with the demands of this new rule.
Before you start to panic, take a deep breath and relax. The retirement savings industry is an aircraft carrier. It can’t turn on a dime.
Social Security redux, the good, the bad and the fee ugly, and from fad to foundational investments.
Compliance mixed bag, SEC BI DOA? and “Investments: The Sequel”
Retirement policy freak out, fiduciary rumbles, and “She Loves Fees” (yeah, yeah, yeah).
The states go marching on, the inside scoop on fees, and John Bogle’s complex legacy.
Potpourri, a fiduciary surprise, and “Out of Date” (Part Deux).
State-Sponsored retirement plans a path to privatizing Social Security? Can a good fiduciary make a bad decision? Is this the beginning of the end of 12b-1 fees?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/14/19
SECURE, BI, and 3% fees!