FiduciaryNews

What do you think of our site upgrade?
Hosting an industry conference? Ask us about including it in this ticker?

Basic Members

Top 5 Challenges Too Many 401k Plan Sponsors Aren’t Aware of

    Top 5 Challenges Too Many 401k Plan Sponsors Aren’t Aware of

It’s safer to assume you don’t know everything – and here’s a list that begins to define that everything.

1 comment Read Full Article

7 Concerns on the Forefront of 401k Plan Sponsors’ Minds Right Now

    7 Concerns on the Forefront of 401k Plan Sponsors’ Minds Right Now

What if you were told the best way to calm your nerves was to be worried? Here are 7 reasons why this might be true.

1 comment Read Full Article

Rethinking Performance Standards (Part II – The Solution)

    Rethinking Performance Standards (Part II – The Solution)

A fiduciary who only looks at the most recent reporting period stands to make an unfortunate – and potentially damaging – investment decision… and unnecessarily exposes himself and his company to a liability that can otherwise be easily avoided.

2 comments Read Full Article

Rethinking Performance Standards (Part I – The Fatal Flaw)

    Rethinking Performance Standards (Part I – The Fatal Flaw)

Worse, those held accountable for the potential damage of the flaw are not these detached organizations, but the professionals implicitly promoting the festering error – regular people ranging from bank trustees hired to guard the interests of beneficiaries to retirement plan sponsors and trustees responsible for protecting their employees.

1 comment Read Full Article

The Fiduciary Parent: How to Best Protect Your Child From the Day When the Promise of Social Security Finally Fails

  The Fiduciary Parent: How to Best Protect Your Child From the Day When the Promise of Social Security Finally Fails

Why rely on the vagaries of Washington politics when it comes to their future retirement when you can teach them to control their own destiny?

1 comment Read Full Article

How a Fiduciary Can Better Prepare Pre-Retirees to Avoid that “What’s Missing” Feeling in Retirement

  How a Fiduciary Can Better Prepare Pre-Retirees to Avoid that “What’s Missing” Feeling in Retirement

Perhaps the usual focus on the fairy tale version of retirement has led to the problem of post-retirement disappointment. To counter this, pre-retirees are vowing to avoid the mistakes of their older brothers and sisters.

1 comment Read Full Article

3 Ways Retirees Adjust Their Lives Once They Discover Their Pre-Retirement Assumptions are Mistaken

  3 Ways Retirees Adjust Their Lives Once They Discover Their Pre-Retirement Assumptions are Mistaken

One way to overcome this lack of purpose is to treat retirement itself as a mission… purpose all comes down to two words: “Get Involved.”

1 comment Read Full Article

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.

1 comment Read Full Article

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 an aura around retirement that the anticipation exceeds the actual event?

1 comment Read Full Article

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.

0 comment Read Full Article
1 2 3 99

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.