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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/11/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/11/18

Policy incentives, fiduciary confusion, and the fee disclosure shell game.

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It’s Not the Professional Title, But This Written Document That Creates a Fiduciary Relationship

    It’s Not the Professional Title, But This Written Document That Creates a Fiduciary Relationship

Are LPOAs enough to end the confusion? Maybe not. But they do provide the legal basis for which one can substantiate the reality of a fiduciary relationship.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/4/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/4/18

Fiduciary Scorecard: SEC down and DOL out; 12b-1 matters; and TDFs might not (in the way you think they do)

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Self-Dealing Ban Eliminates Greatest Fiduciary Conflict-of-Interest

    Self-Dealing Ban Eliminates Greatest Fiduciary Conflict-of-Interest

The definition of “conflict-of-interest” has become so broadly defined as to render it useless. It’s better to focus on the one conflict-of-interest that, with very limited exceptions, fiduciaries have had to outright ban for centuries. Ironically, in contrast to this precedent, it remains the one conflict-of-interest the DOL expressly permits.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/18

  FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/18

Lotta regulator noise, fiduciary fallout, and DOL comes clean on “social” investing.

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Is “Active Share” the New Phrenology?

  Is “Active Share” the New Phrenology?

The controversial and decidedly partisan report not only took aim at the policies of the current administration, it entered into the passive/active debate by solely targeting actively managed funds. Worse, the report reveals a rather naïve understanding of mutual funds and investing.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/20/18

  FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/20/18

SEC punts fiduciary, fees aren’t everything, and old time investing.

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Exclusive Interview: Fred Reish says DOL “Conflicted” Over Conflict-of-Interest Rule Appeal

  Exclusive Interview: Fred Reish says DOL “Conflicted” Over Conflict-of-Interest Rule Appeal

One of the nation’s top ERISA attorneys tells us even if the Fiduciary Duty is dead, it’s not. The only question is which part will remain alive and which part with wither on the vine. Fred Reish has an idea, and he tells us here.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/13/18

  FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/13/18

Compliance hurts, the fiduciary cavalry? and the wrong target

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What Can Business Owners Do Before the Deadline to Save More for Retirement?

  What Can Business Owners Do Before the Deadline to Save More for Retirement?

If you own a business, waiting until the last minute to reduce taxes limits your options. You still have some, though. Here they are.

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