As with many things, hands-on instruction is generally the best way to achieve this, especially if you make it into an engaging workshop that’s all about the employee and the employee’s dreams, not about the plan.
Tag "Retirement Readiness"
Tangled compliance, a broken fiduciary record, and irrational fees.
FutureWorld of Retirement, The Zombie Fiduciary, and Treating Social Security Like a Bond.
State Run Plans DOA? Fiduciary’s Long Goodbye? and Products Trump Investments?
It’s very possible, if not very likely, the vast bulk of retirees want to simple relax. Chances are they’re more ready than others think, and just as ready as they want to be. Maybe that’s the metric every fiduciary should be focusing on.
Taking responsibility, Greek fiduciary tragedy, and questioning investing.
Is the industry up to the task of leading the charge towards retirement readiness?
If you’re a plan sponsor, it’s time to review how your plan measures up against these design elements. If you’re looking to become a plan sponsor for a new plan, consider whether or not you should include these design elements.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/7/19
SEC’s best interest, ERISA’s fiduciary, and through the floor on fees.