Benefits Think Advisers, it’s time for a mid-year check in
Plan sponsors should review progress toward initial retirement goals and assess their strategies for improvement, says John Ludwig.
By
John Ludwig
John Ludwig
Financial Adviser
Benefits Think Fiduciary rule delay gives plan sponsors more time to ask crucial questions
Employers should be preparing to conduct more due diligence on those advising their plans, says financial adviser John Ludwig.
By
John Ludwig
Benefits Think Fiduciary rule delay gives plan sponsors more time to ask crucial questions
Advisers should be prepared to explain what they have to gain from the client relationship, no matter how federal regulation ultimately unfolds.
By
John Ludwig
Benefits Think How to conquer the unique challenges of university plans
Too many recordkeepers, complex contract structure, and a flood of investment options impede updates to best practices, warns John Ludwig.
By
John Ludwig
Benefits Think How to conquer the unique challenges of university plans
Too many recordkeepers, complex contract structure, and a flood of investment options impede updates to best practices, warns John Ludwig.
By
John Ludwig
Benefits Think Don’t repeal the fiduciary rule — fix it
Let’s enact a uniform fiduciary standard so all clients are protected and any appearance of compensation bias is removed, urges John Ludwig.
By
John Ludwig
Benefits Think Don’t repeal the fiduciary rule — fix it
Let’s enact a uniform fiduciary standard so all clients are protected and any appearance of compensation bias is removed, urges John Ludwig.
By
John Ludwig
5 surefire ways to boost retirement enrollment
Employers who struggle with plan participation should rethink how they engage employees, analyze what motivates them, and then adjust their approach to match.
By
John Ludwig
Benefits Think Will government relief alleviate lost participant fiduciary challenge?
Two federal proposals would make it easier to invest assets on behalf of terminated participants, says columnist John Ludwig.
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John Ludwig
Benefits Think Will government relief alleviate lost participant fiduciary challenge?
Two federal proposals would make it easier to invest assets on behalf of terminated participants, says columnist John Ludwig.
By
John Ludwig
Benefits Think The future of retirement is now — time to get ready
Next year is gearing up to be a notable year of change for the plan sponsor with the DOL’s fiduciary ruling set to take effect, says columnist John Ludwig.
By
John Ludwig
Benefits Think The future of retirement is now — time to get ready
Next year is gearing up to be a notable year of change for the plan sponsor with the DOL’s fiduciary ruling set to take effect, says columnist John Ludwig.
By
John Ludwig
Benefits Think Put some pep in your open enrollment
As fall sign-up season approaches, columnist John Ludwig explains how you can lead your participants to retirement victory.
By
John Ludwig
Benefits Think Put some pep in your open enrollment
As fall sign-up season approaches, columnist John Ludwig explains how you can lead your participants to retirement victory.
By
John Ludwig
Benefits Think No such thing as a free retirement plan
Plan sponsors need to be especially focused on not only the expenses they pay, but also how they pay them, says columnist John Ludwig.
By
John Ludwig
Benefits Think No such thing as a free retirement plan
Plan sponsors need to be especially focused on not only the expenses they pay, but also how they pay them, says columnist John Ludwig.
By
John Ludwig
Benefits Think Want a build a great retirement plan? Think like a farmer
Employers must follow a diligent routine to avoid losing the farm, says columnist John Ludwig, who shares 3 mid-year duties to consider.
By
John Ludwig
Benefits Think Think like a farmer to build a strong retirement plan
Advisers and plan sponsors must follow a diligent routine to avoid losing the farm, says columnist John Ludwig, who shares 3 mid-year duties to consider.
By
John Ludwig
Benefits Think Fiduciary responsibility a ‘moving target’
Retirement plan fiduciaries must seek continuous financial education to fulfil their duties, says adviser John Ludwig.
By
John Ludwig
Benefits Think Advisers must stay at the forefront of fiduciary responsibility
Just as a pilot is required to build flight hours and perform daily inspections, so too must plan fiduciaries seek continuous financial education, says columnist John Ludwig.
By
John Ludwig