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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?

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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.

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What Every Company 401k Plan Fiduciary Needs to Know about MEPs

    What Every Company 401k Plan Fiduciary Needs to Know about MEPs

As we approach clarity with regards to Congressional action and/or implementation of the Trump Executive Order, we may find need to expand these MEP guidelines. Until then, though, companies in business associations where commonality exists may wish to use these ground rules when determining if a 401k MEP is the right course to take.

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Exclusive Interview: Harold Evensky says DOL Fiduciary Opened “Good” Pandora’s Box

    Exclusive Interview: Harold Evensky says DOL Fiduciary Opened “Good” Pandora’s Box

“…the best efforts of those focused on product, not investors, are ultimately doomed to failure.”

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Why Phyllis Borzi is Now Pessimistic On the Plight of a Uniform Fiduciary Standard

  Why Phyllis Borzi is Now Pessimistic On the Plight of a Uniform Fiduciary Standard

“In 5 years, I think investors will be considerably worse off if SEC does go forward with its proposals without substantial change.”

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What Will the Fiduciary Standard Look Like in Five Years?

  What Will the Fiduciary Standard Look Like in Five Years?

Still, if one has confidence the marketplace will drive the industry towards focusing on the best interests of clients, then a de facto fiduciary standard can emerge organically, without overt reliance on regulators.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/7/18

  FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/7/18

MEPs, Fees, and Leveling the ETF playing field.

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The SEC’s “Best Interest” Proposal – A Step Forward or a Set Back?

  The SEC’s “Best Interest” Proposal – A Step Forward or a Set Back?

We asked financial professionals across the nation for their thoughts on the SEC’s effort. As you might imagine, it’s clear Regulation Best Interest has some good points and some not-so-good points.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/31/18

  FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/31/18

Welcome to FiduciaryNews.com Trending Topics. Each Monday, we’ll give you a quick synopsis of the major news events and trends

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DOL Fiduciary Rule Post-Mortem: How Long Will the Taste Linger?

  DOL Fiduciary Rule Post-Mortem: How Long Will the Taste Linger?

Is the DOL’s Defunct Rule a Fiduciary Obi-Wan: More Powerful Dead Than Alive?

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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.