How can we expect 401k plan sponsors to understand the difference when financial service professionals can’t?
Tag "fiduciary"
Exclusive Interview: Jerry Schlichter Reveals 3 Ways 401k Plan Sponsors Can Avoid a Fiduciary Breach
“If diversification of products in the annuity is limited, the product may result in a fiduciary breach because…”
Dedicated and disciplined savings is the best way to insure a comfortable retirement, and, after all, isn’t that what it’s all about?
“If we can’t explain to investors how they benefit from fiduciary advice, frankly, we don’t deserve their confidence, much less their business.”
Be wary of Washington Retirement “Fix,” Losing the Fiduciary Battle, and There are worse things than fees
Long viewed as stand-alone and separate benefits, smarter plan sponsors are now viewing 401k/HSA combination as a single broad integrated solution.
Proof again that what gets repeated in the media is not the same thing as a fact.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/31/14
Political tea leaves, the madness of fees, and the enemy of the investing good.