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.

Compliance mixed bag, SEC BI DOA? and “Investments: The Sequel”

Retirement policy freak out, fiduciary rumbles, and “She Loves Fees” (yeah, yeah, yeah).

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!