There are two strategic paths to use when it comes reducing liability. One approach occurs after the fact – after the target date funds are already in place. The other approach takes place before the target date funds are even placed on the 401k plan menu. Which is more reliable?
Tag "fiduciary"
When retirement industry professionals talk about the impact of the 2006 Pension Protection Act, you might be surprised that this is what they conclude.
It’s that (Tax) Time of Year, Multiple (Fiduciary) Tugs-of-War, and Adeste Fidelty-as
The Tax Cuts and Jobs Act preserved the sanctity of the treasured retirement contribution deduction – it even made it more important – but it also did a few things that might surprise some business owners.
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.
Why are financial professionals more likely to embrace behavioral finance and how can this help the average investor?
Potpourri, a fiduciary surprise, and “Out of Date” (Part Deux).
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.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/8/19
The states go marching on, fee posse grows, and “Too Good to be True”