FiduciaryNews

Hosting an industry conference? Ask us about including it in this ticker.

Tag "Child IRA"

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/16/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/16/18

States muscle in on Fiduciary Rule, SEC (finally) goes after 12b-1 fees, and lessons from the correction.

1 comment Read Full Article

Child IRA Chapter Excerpt: “Gaming & Saving”

    Child IRA Chapter Excerpt: “Gaming & Saving”

A family that plays together, saves together. Establishing a Child IRA benefits the next generation. Given its tremendous power, the Child IRA remains one of the most under-appreciated retirement savings tools available. In the remaining chapters, we’ll present a virtual “how-to” manual that shows how different groups of people can implement and enjoy the advantages of the IRA.

1 comment Read Full Article

Exclusive Interview: Ted Beck – 401k Process Must Be Demystified

    Exclusive Interview: Ted Beck – 401k Process Must Be Demystified

I am behind any idea that puts savings on autopilot and takes a lot of thought out of it. Take for example every time we get a raise in our salary. We should automatically have our savings contributions adjust accordingly when that happens.

1 comment Read Full Article

Exclusive Interview: DCALTA’s Jonathan Epstein Explains How You Might be More Familiar with Alternative Investments Than You Think

    Exclusive Interview: DCALTA’s Jonathan Epstein Explains How You Might be More Familiar with Alternative Investments Than You Think

“Casting a wider investment net on asset classes and alternative strategies, especially those that are designed to reduce risk, as increasing a sponsor’s fiduciary liability. That seems to be the misnomer, that the term ‘alternatives’ assimilates to higher risk or higher cost investments.”

1 comment Read Full Article

Guidelines for Minor Children: How to Avoid a Personal Retirement Crisis

    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).

1 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/25/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/25/17

State-run wrongs, advice vs. sales, and the consequences of fee compression.

1 comment Read Full Article

Exclusive Interview with Charles Field: Less Restrictive Open 401k MEPs Relieve Some Burdens for Smaller Employers

    Exclusive Interview with Charles Field: Less Restrictive Open 401k MEPs Relieve Some Burdens for Smaller Employers

“We have reached a watershed moment for retirement planning and saving.”

1 comment Read Full Article

Exclusive Interview with Duane Thompson: Expect the Fiduciary Rule to Go Live on June 9th

    Exclusive Interview with Duane Thompson: Expect the Fiduciary Rule to Go Live on June 9th

“As for as the pre-release discussion of the Trump tax plan, I would just ignore it. It’s short on details, which raises too many questions.”

1 comment Read Full Article

Exclusive Interview with Ted Benna: Quits Supporting Fiduciary Rule, says “Not Sufficient”

    Exclusive Interview with Ted Benna: Quits Supporting Fiduciary Rule, says “Not Sufficient”

Ted Benna says ERISA/PBGC – not the 401k – killed pension plans and that pensions no longer make sense given our current job-hopping demographics. He also says a lot more in this must read interview.

2 comments Read Full Article

The #1 Retirement Saving Goal for Teens and Children and the Most Useful Strategy to Get There

    The #1 Retirement Saving Goal for Teens and Children and the Most Useful Strategy to Get There

“Nothing is more in the best interest of the child. The judicious carrot of spending, when managed properly, actually instills a strong sense of and desire to save and, ironically, not spend.”

2 comments Read Full Article

FiduciaryNews.com is sponsored by…

Order Your 401k Fiduciary Solutions book today!

Vote in our Poll

Disclaimer

The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.