The mistaken promise of participation may have an all-too-familiar ring to corporate retirement plan veterans.
Tag "nevin adams"
Solving a political meme does not solve the problem.
Long viewed as stand-alone and separate benefits, smarter plan sponsors are now viewing 401k/HSA combination as a single broad integrated solution.
Hit, Miss or Backfire? Controversial Ayres/Curtis 401k Fee Paper Claims Broad-Based Fiduciary Breach
Can a Swiss Cheese argument add any value to solving important issues that really exist?
In choosing ratings points over debate points, Smith sacrificed the logic of the straight-forward for the pyrotechnics of a religious argument, and, in doing so, lost credibility with that portion of his audience that knew better.
Having no idea what the fiduciary means, and worse, not caring, most IRA R/O investors are sheep heading for their (financial) slaughter. Not anymore, if the DOL’s Phyllis Borzi has her way.
I wish we’d spend a tenth of the time we spend indoctrinating our kids about drug use and sex helping them understand the basics of money and investing.









These Five Developments Dramatically Changed the Retirement Fiduciary World in 2016
In a year that was marked with uncertainty, the biggest development of 2016 might be that it just didn’t matter.