retirement

How Can Fiduciaries Use New Tax Cuts to Nudge 401k and IRA Retirement Savers?

There’s a chance for savers to increase the odds they’ll retire in comfort thanks to the 2017 tax law. Here’s how, but the window of opportunity will close fast.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/29/17

Foreign Collusion, SEC Skeptics, and Investment Fads.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/15/17

Changes, SEC as cavalry, and the revenge of the Alts.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/8/17

Practical discussions, wither “Fiduciary”? and understanding fees.

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5 Awkward 401k Questions Every Good Fiduciary Must Know the Answer To

Never belittle the question or the person asking the question. These are sincere queries that represent commonly held beliefs. These beliefs live a Schrodinger Cat-like existence, being generally not quite true and not quite false. It’s critical, for the benefit of all retirement savers, that these questions be asked and that fiduciaries encourage their asking. This is the only way that allows the fiduciary to respond in the second noteworthy way: By using these questions to refute misconceptions and promote good retirement saving decision-making.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/24/17

Celebrating a week of thankfulness, for bad news headlines, continuing interest in fees, and that ever open mind searching for the “coming (investment) thing.”

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Tax Reform Surprise: Congress Slips in 401k MEP Broadside

For all the talk and concern about Congress cutting the contribution caps for 401k plan, the real news appears to be just the opposite. Sometimes, it’s better to wait for the final result rather than get worked up about what you think may happen.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/3/17

401k Caps Survive, Fiduciary Time-Out, and the Stocks Shall Rise Again!

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