There is an out, of course, but that might eliminate the so-called âinstitutional pricingâ advantage former employees have for staying in the plan in the first place.
Tag "TPA"
Nobodyâs perfect. Itâs unfair to expect recordkeepers to be. Everyone makes mistakesâeven recordkeepers. The problem is what happens when a mistake occurs.
But this rookie mistake doesnât bypass veteran plan sponsors. If theyâve grown too complacent with their plan, they may wake up one day to find out theyâve got a dinosaur on their hands.
Nonetheless, there is a way to short-circuit this time-frame. You can do it, but youâve got to really want to do it.
SEC punts fiduciary, fees aren’t everything, and old time investing.
Ary Rosenbaum’s latest book tells the story of the modern retirement era through the lens of classic movie sequels, but it’s his own unique experiences that tell the real story. Here’s a taste.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/07/18
Tale of Two Public Policy Cities, Plato’s Fiduciary Cave, and Frankenstein’s Index Fund