Keeping the investment option menu simple not only increases the odds employees will retire in comfort, it also helps reduce fiduciary liability for plan sponsors.
Tag "fiduciary"
Perhaps, when planning for retirement, self-security is more important than Social Security.
Rethinking Retirement Policy, Fees that Matter, and Keeping Investment Simple.
Social Security Birthday, Fiduciary Hearings, and Turning the Investing Tide.
Retirement’s Oliver Hardy Moment, Kitces’ Catch-22, and media disses equities.
The numbers suggest the QLAC product isn’t quite ready for prime time.
When it comes to being a fiduciary, the customer is, most assuredly, not always right.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/28/15
Social Security turns 80, DOL messes up again, and will anyone ever get it right on mutual fund expense ratios?