When the article came out, boy, did I get in trouble, but not for the reason you think. Was it a problem that I released to the press information on proprietary technology? No. I disclosed nothing of substance. Instead, I got in trouble for not asking permissionThe post My Life
Oddly the first question, the one asked from the plan sponsor’s perspective, came back with a slightly different answer (identifying appropriate investment options and then providing employee education regarding those options). This second question, from the professional fiduciary’s outlook, adds a bit of emphasis on fees. Are the different responses
That’s what a new education can focus on. Instead of the same-old-same-old of emphasizing “saving early and often,” education should think past the sale.The post Evolving Definition Of Retirement Shifts The Way Plan Sponsors And Third Party Fiduciaries Manage 401k Plans appeared first on Fiduciary News
This wasn’t the first time something like this happened, and I doubt it will be the last. Call it “The Quiet Man” approach. Hmm, that sounds like a pleasant topic for a future commentary. This episode, however, begins in the quiet world of Manchester, New Hampshire in June of 2017.
“Culleton’s story of repeated triumph over adversity will inspire you to overcome the negatives in your life and to achieve your dreams.”Austin, TX—Rick Culleton is hardly the kind of person you’d expect to fly an airplane. He is fearful of heights and lacks a good sense of orientation. None of