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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 4/22/11

Trending topics this week explores whether a popular investment product is a ticking time bomb or the Holy Grail of investing and connects the dots to lament over the apparent loss of a true fiduciary standard.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 4/15/11

Looks like reporters might be sensing they’ve written all they can about the fight for the fiduciary standard. And speaking of standards, guess what oldie but goodie pops up as trending this week?

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 4/8/11

For all the talk of the new definition of fiduciary and the fiduciary standard, an old favorite topic returned to trending this past week. Can you guess what it is? Here’s a hint: It impacts nearly every 401k and IRA investor.

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DOL Transcript Shows a True Fiduciary Friend as Phyllis Borzi Brooks No Bull

Several early reports suggested the DOL appeared ready to compromise their fiduciary principles by harmonizing with other agencies. The transcript reveals a surprising reality.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 4/1/11

In a week where the new Form ADV became official, we discovered it can increase fiduciary liability for 401k plan sponsors for the same reason it is supposed to help them. In the meantime, the fiduciary finger now points squarely at brokers alone, plus more news on pensions and Target Date Funds.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 3/25/11

A day in the life of a fiduciary, from a foreboding dawn, to the doom of high noon, to the sun setting on an old friend, to the restless night. What a week it’s been.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 3/18/11

Just as the problems with Target Date Funds go mainstream, the GAO asks the DOL to look into disclosure rules that could torpedo annuities in 401k plans. Oh, and the House calls the SEC’s bluff.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 3/11/11

This week sees more on the part of the BD industry trying to pit the DOL against the SEC, the revelation of an interesting “opt-out” feature in the new DOL financial definition that may invalidate the entire effort and a surprise response from the SEC.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 3/4/11

Whether you’re a plan sponsor of a defined contribution plan like a 401k or a defined benefit plan, this past week contained news you could use – or at least have on your radar.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 2/25/11

This week was an important week for plan sponsors worried whether their 401k decision would come back to bite them. Yet, despite the media blather, one quote stands out as the ultimate truth. We’ve got it for you here.

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