Year: 2017
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.
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!
If Retirement Pros Set Tax Policy Instead of Politicians, This is What We’d Get
Congress may be zagging when common sense says it should be zigging. Or maybe not.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/27/17
Cap Cutting, Back Burners, and Eternal Truths
Retirement Pros Reveal Worst Fears Regarding Tax Reform
While much has been written of the lack of retirement savings among Americans, the most widely talked about change – lowering the cap on tax deductions – could exasperate the lack of retirement savings.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/20/17
Fiduciary irony, fee disbelief, and investment deja vu.
Exclusive Interview: Barbara Roper Says Mere Disclosure Inadequate for Fiduciary Advice
For that to work, however, it’s not enough to change the titles brokers use – to make them call their sales representatives “salespeople” and call their services “sales recommendations” – you’d also have to completely change the way they market themselves so that their marketing messages are consistent with their regulatory status.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/13/17
The wrong way to save retirement, the truth about “clean” shares, and Investing: It’s all your fault!
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