FiduciaryNews

Compliance

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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Reality Sets In: How New Fiduciary Rule Impacts 401k/IRA Providers and Retirement Savers

    Reality Sets In: How New Fiduciary Rule Impacts 401k/IRA Providers and Retirement Savers

Even if a President Trump rescinds the DOL’s Conflict-of-Interest Rule, the spirit of the Rule may live on.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/5/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/5/16

Dire prediction for Social Security, when it rains it pours (for fees), and two sides of the same investment coin.

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Bogle: “New Fiduciary Rule is Just the Beginning”

    Bogle: “New Fiduciary Rule is Just the Beginning”

We hold these fiduciaries to be self-evident… This is not the beginning of the end, it is the end of the beginning…

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New Fiduciary Rule: What the DOL Got Right, Came Close on, and Missed Entirely

    New Fiduciary Rule: What the DOL Got Right, Came Close on, and Missed Entirely

Any regulation that requires 10 pages of explanation for every page of regulation is bound to have something good, something not-quite-good-enough, and something not-so-good.

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Fact or Fiction: Are Small to Mid-Sized Businesses Reluctant to Start 401k Plans?

    Fact or Fiction: Are Small to Mid-Sized Businesses Reluctant to Start 401k Plans?

Time constraints, compliance complexity, and costs impede the creation of 401k plans in smaller businesses.

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