The decision to retain and service company retirees appears (at first blush at least) to be a no-brainer. But that includes a very important assumption.
Tag "baby boomer"
If you think the web of fiduciary duties is complex in a 401k plan that focuses on getting employees to save for retirement, imagine how much more intricate it becomes if the plan also has to cater to retired employees.
Why are there two kinds of Target Date Funds and why does that doom this particular group of people saving for retirement in their company’s 401k plan?
Looking for an equal and opposite reaction for those intent on continued delays in saving for retirement? This article reveals 5 effective counter punches.
Tangled compliance, a broken fiduciary record, and irrational fees.
Compliance mixed bag, SEC BI DOA? and “Investments: The Sequel”
It’s that (Tax) Time of Year, Multiple (Fiduciary) Tugs-of-War, and Adeste Fidelty-as
A good fiduciary needs to see through the hype and base decisions solely on matters of import. This isn’t as easy as it sounds. For one thing, hype, like humor, works because it’s based on truth. This mantle of credibility is just enough to lead the fiduciary astray.
Retirement policy retreads, fiduciary court headlines, and aligning required reporting requirements with investors’ behavior.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/19/19
Retirement policy potpourri, New Jersey fiduciary, and the investment gamut.