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Exclusive Interview: Barbara Roper Says Mere Disclosure Inadequate for Fiduciary Advice

    Exclusive Interview: Barbara Roper Says Mere Disclosure Inadequate for Fiduciary Advice

For that to work, however, it’s not enough to change the titles brokers use – to make them call their sales representatives “salespeople” and call their services “sales recommendations” – you’d also have to completely change the way they market themselves so that their marketing messages are consistent with their regulatory status.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/13/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/13/17

The wrong way to save retirement, the truth about “clean” shares, and Investing: It’s all your fault!

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What a Fiduciary Should Know: Down and Dirty with “Clean” Shares

    What a Fiduciary Should Know: Down and Dirty with “Clean” Shares

It will be important for 401k plan sponsors to get down and dirty when it comes to understanding the fiduciary liability implications of “clean” shares and their equivalent. Furthermore, since the most successful class action suits have involved different share classes of the same fund, you can be sure the introduction of “clean” shares will catch the eyes of your not-so-friendly neighborhood class action attorney.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/6/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/6/17

Compliance update, fiduciary update, and exactly how clean are those “clean” shares?

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401k: Kill it or Expand Its Reach?

  401k: Kill it or Expand Its Reach?

This is not to say the 401k is perfect and that there’s no need to improve it. These improvements, though, would be more like tweaks rather than wholesale changes.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/29/17

  FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/29/17

Compliance test, plan sponsor fiduciary awareness, and the similarity between Paul McCartney’s grandfather and the future of mutual funds.

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Guidelines for Minor Children: How to Avoid a Personal Retirement Crisis

  Guidelines for Minor Children: How to Avoid a Personal Retirement Crisis

But, as the cliché goes, “What about the children?” Arguably, it is minor children who have the best (and easiest) opportunity to shield themselves from a retirement crisis. They have the advantage of time (to maximize the benefits of compound interest).

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/22/17

  FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/22/17

Pension problems, spaghetti regs, and the never ending battle between stocks and bonds.

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Ted Talks! The Benna401k Comes Alive

  Ted Talks! The Benna401k Comes Alive

The primary reasons for small businesses that you don’t offer 401k plans are cost, complexity, and liability exposure. The traditional 401k plan has a lot of baggage rolled to those areas. It’s complicated. It’s definitely not easy. For local business of 10 to 15 employees that have so many different things they have to deal with, they just aren’t in position to want to have to deal with the baggage with the 401k plan.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/15/17

  FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/15/17

Derisking pensions, Morningstar wants “Clean” fees, and irrational investing.

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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.