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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 7/22/11

July 25
00:20 2011

1020805_25983300_Trending_Topics_2011.07.22_stock_xchng_royalty_free_300Welcome to Fiduciary News Trending Topics. Each Monday, we’ll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks. If you smile when you read these entertaining snippets, well, that’s the idea. If you think we’re missing something important, then please let us know.

Fiduciary News Lead Story:
Momentum Builds to Place IRAs Under Fiduciary Umbrella,” (Fiduciary News, July 5, 2011). Having no idea what the fiduciary means, and worse, not caring, most IRA R/O investors are sheep heading for their (financial) slaughter. Not anymore, if the DOL’s Phyllis Borzi has her way.

We’re Off for Summer Vacation!: Hope you don’t mind the sparse notes, but a nice summer vacation to the Old Country does the heart well. See you next week!

Compliance – Ol’ Man River Keeps on Movin’:

Fiduciary – The Times They are a-Changin’:

Fees – I think I’m entitled:

Investments – You Can’t Handle the Truth:

Major Plan Sponsor Moves and News:
What are other plan sponsors and fiduciaries doing with their plans? And how are participants responding? The latest in legal proceedings involving plan sponsors and fiduciaries.

Wisdom from Some of Our Favorite Blogs:

Hot Tips from Popular Web Resources:

Miss anything? Feel free to add a comment below.

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About Author

Christopher Carosa, CTFA

Christopher Carosa, CTFA

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