Year: 2017
5 Sample Techniques to Convince Retirement Savers to Focus on Their Own GOT Rather than Current Market Returns
In retirement planning, there can never be any guarantees. That’s why it’s critical that these tools are used continually and consistently. A magician never gives the audience’s eyes a chance to wander.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/1/17
New thinking, delay of game, and moving (too far?) ahead.
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.
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.”
Exclusive Interview: DCALTA’s Jonathan Epstein Explains How You Might be More Familiar with Alternative Investments Than You Think
“Casting a wider investment net on asset classes and alternative strategies, especially those that are designed to reduce risk, as increasing a sponsor’s fiduciary liability. That seems to be the misnomer, that the term ‘alternatives’ assimilates to higher risk or higher cost investments.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/17/17
Government gangsters, boxers, and fee mongers.
Fiduciary Standard Quandary: First Avoid “Harm”onization
Be careful what you wish for because sometimes the cure can be worse than the disease.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/10/17
Horse trading, sales/advice, and market tops.
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