Fiduciary News

Image by Andrew Martin from PixabayPhoto by Chicago Cameraslinger on UnsplashPhoto by Photo Boards on UnsplashPhoto by Trường Trung Cấp Kinh Tế Du Lịch Thành Phố Hồ Chí Minh CET on Unsplash
Hosting an industry conference? Ask us about including it in this ticker.

Conflicts of Interest

A 401k Plan Sponsor Fiduciary Puzzle: Are Low Fees High Risk?

    A 401k Plan Sponsor Fiduciary Puzzle: Are Low Fees High Risk?

You cannot understate the fiduciary aspect of lower fees. Most 401k plan sponsors, and especially those in smaller plans, don’t have the time or expertise to administer their company’s retirement plan. If they skimp on fees, are they also skimping on the fiduciary protection those professionals are supposed to provide?

0 comment Read Full Article

Hughes v. Northwestern, Anyone? Why Don’t TSP Participants Deserve ERISA Fiduciary Protections?

    Hughes v. Northwestern, Anyone? Why Don’t TSP Participants Deserve ERISA Fiduciary Protections?

Even if ERISA does not cover the Thrift Savings Plan, it’s worth noting the exercise of this discussion may be worthwhile to those actually do bear ERISA fiduciary responsibility.

0 comment Read Full Article

If You Meet Your Objectives, Does It Make Sense To Worry About Fees?

    If You Meet Your Objectives, Does It Make Sense To Worry About Fees?

While diligence is to be applauded, that’s not to say you can’t carry it to an extreme. If fact, some folks are so hung up on fees, they sometimes fail to see the bigger picture.

0 comment Read Full Article

When It Comes To Fees, How Does A 401k Fiduciary Measure Value?

    When It Comes To Fees, How Does A 401k Fiduciary Measure Value?

Clearly, you wouldn’t pay more for 2 apples if you could get 3 for the same price, but would you pay more to get 2 oranges instead?

0 comment Read Full Article

Taking a Fiduciary Holistic Approach: How Can 401k Participant Data Be Used?

    Taking a Fiduciary Holistic Approach: How Can 401k Participant Data Be Used?

Despite this, 401k plan sponsors can better protect their employees, even when it comes to personal data, because that data is only acquired within the context of the service provider’s relationship to the plan.

1 comment Read Full Article

Where and When Do 401k Fees Still Matter?

    Where and When Do 401k Fees Still Matter?

You can squeeze a tube of toothpaste all you want, but that doesn’t change how much toothpaste it holds. Are we experiencing the same thing with 401k fees, or are they really dropping as much as we think? And, if they are dropping, are they dropping for the right reasons?

0 comment Read Full Article

How 401k Plan Sponsor Fiduciary Liability Changes When Retaining Retiree Assets

    How 401k Plan Sponsor Fiduciary Liability Changes When Retaining Retiree Assets

Once a person enters retirement, the number of scenarios proliferate. Unless the plan sponsor is a financial professional, it’s going to be a challenge to quickly comprehend all these options.

0 comment Read Full Article

Why Are We Seeing So Little Being Written About 401k Fees Now?

    Why Are We Seeing So Little Being Written About 401k Fees Now?

Today, the understanding of conflict-of-interest fees goes well beyond plan sponsors. Individual investors also understand how they can act as a better fiduciary for their own personal investments.

0 comment Read Full Article

Fiduciary Lessons from Ken Fisher Fallout

    Fiduciary Lessons from Ken Fisher Fallout

Therein lies the conundrum. In the current environment, it may be far easier to overlook the failure to meet benchmarks with adequate consistency than it is to ignore the du jour ad hoc definition of woke.

0 comment Read Full Article

How Many Small Business Owners Accidentally Trap Themselves with This Treacherous 401k Fiduciary Conflict?

    How Many Small Business Owners Accidentally Trap Themselves with This Treacherous 401k Fiduciary Conflict?

It may not immediately strike small business owners that they may not have complete control or access to their own retirement assets that sit within the company plan they sponsor. After reading this, they may have second thoughts about taking any unvetted actions.

1 comment Read Full Article
1 2 3 10

FiduciaryNews.com is sponsored by…

Vote in our Poll

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.
Skip to content