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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/19/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/19/18

More regulatory silliness, Son of Fiduciary? and Looking for Mr. Low-Fee Bar.

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Exclusive Interview: Chuck Underwood Explains Why the Generations View Money Differently

    Exclusive Interview: Chuck Underwood Explains Why the Generations View Money Differently

If we understand thoroughly what happened to each generation during its unique formative years, we can then make sense of the unique and powerful core values that guide that generation’s unique decision-making, including the decisions about their money.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/12/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/12/18

Silly public policy, the coming Fiduciary thing, and the return of classic investing headlines.

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New Fiduciary Role: What Happens When the Retirement Honeymoon is Over?

    New Fiduciary Role: What Happens When the Retirement Honeymoon is Over?

The financial news media and the investment industry constantly bombards employees with reminders to save for environment. It’s probably the most recognized financial goal people have. Could it be, then, that society has built up such an aura around retirement that the anticipation exceeds the actual event?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/5/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/5/18

Compliance Do-Overs, Fiduciary Momentum, and “Free” lunches.

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When Must a Fiduciary Say “No” to No-Fee Funds?

    When Must a Fiduciary Say “No” to No-Fee Funds?

Still, others remain cautious, especially given the novelty of the idea and the fact it remains untested.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/28/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/28/18

Clash of the retirement policy titans, scraping the bottom of the (fee) barrel, and why we can’t handle the choice we think we want.

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What Every Company 401k Plan Fiduciary Needs to Know about MEPs

    What Every Company 401k Plan Fiduciary Needs to Know about MEPs

As we approach clarity with regards to Congressional action and/or implementation of the Trump Executive Order, we may find need to expand these MEP guidelines. Until then, though, companies in business associations where commonality exists may wish to use these ground rules when determining if a 401k MEP is the right course to take.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/21/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/21/18

Fiduciary rights and wrongs and looking at investments they way they used to look at them.

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Exclusive Interview: Harold Evensky says DOL Fiduciary Opened “Good” Pandora’s Box

    Exclusive Interview: Harold Evensky says DOL Fiduciary Opened “Good” Pandora’s Box

“…the best efforts of those focused on product, not investors, are ultimately doomed to failure.”

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