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Compliance

Ongoing Debate: When (If Ever) Can a Fiduciary Legally Engage in Self-Dealing?

    Ongoing Debate: When (If Ever) Can a Fiduciary Legally Engage in Self-Dealing?

On the face of it, there appears to be little room for debate. Upon closer examination, however, the specifics of particular circumstances can muddle things up. Would you like to see what we mean by this? Here’s what you get when you ask the experts whether or not a fiduciary can ever legally engage in self-dealing.

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It’s Not the Professional Title, But This Written Document That Creates a Fiduciary Relationship

    It’s Not the Professional Title, But This Written Document That Creates a Fiduciary Relationship

Are LPOAs enough to end the confusion? Maybe not. But they do provide the legal basis for which one can substantiate the reality of a fiduciary relationship.

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Tax Reform Surprise: Congress Slips in 401k MEP Broadside

    Tax Reform Surprise: Congress Slips in 401k MEP Broadside

For all the talk and concern about Congress cutting the contribution caps for 401k plan, the real news appears to be just the opposite. Sometimes, it’s better to wait for the final result rather than get worked up about what you think may happen.

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If Retirement Pros Set Tax Policy Instead of Politicians, This is What We’d Get

    If Retirement Pros Set Tax Policy Instead of Politicians, This is What We’d Get

Congress may be zagging when common sense says it should be zigging. Or maybe not.

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Retirement Pros Reveal Worst Fears Regarding Tax Reform

    Retirement Pros Reveal Worst Fears Regarding Tax Reform

While much has been written of the lack of retirement savings among Americans, the most widely talked about change – lowering the cap on tax deductions – could exasperate the lack of retirement savings.

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Are We Better Off With or Without ERISA? And What are the Implications?

    Are We Better Off With or Without ERISA? And What are the Implications?

Thar’s gold in them thar retirement plans! Who could blame cash-starved states from trying to get a piece of that action? On the other hand, there’s plenty of blame when the regulatory arm created to protect employees places politics ahead of the best interests of retirement savers.

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Fiduciary Rule SNAFU: What Happened, What Happens Next, and Does It Really Matter?

    Fiduciary Rule SNAFU: What Happened, What Happens Next, and Does It Really Matter?

In the final analysis, we may get the best of both worlds, a reduced regulatory compliance burden with a market that imposes the fiduciary standard.

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Retirement Readiness: Are We Using the Right Metric?

    Retirement Readiness: Are We Using the Right Metric?

It’s very possible, if not very likely, the vast bulk of retirees want to simple relax. Chances are they’re more ready than others think, and just as ready as they want to be. Maybe that’s the metric every fiduciary should be focusing on.

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Retirement Advisers Speak Out on Next President: Trump Trumps Fiduciary Rule

    Retirement Advisers Speak Out on Next President: Trump Trumps Fiduciary Rule

The world of finance is unforgiving. You can’t sweet talk your way out of a bad decision and, quite often, a blunt demeanor can get a job done more effectively and efficiently than the soft ambiguity of diplomatic language.

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Fiduciary Advice: 5 Critical Behaviors to STOP Within 5 Years of Retirement

    Fiduciary Advice: 5 Critical Behaviors to STOP Within 5 Years of Retirement

It’s never too late to get ready for retirement, even if you think it’s too late.

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Disclaimer

The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.