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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/24/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/24/18

Dependency downers, keeping it simple, and here we go again…

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Exclusive Interview: MoneyTrack’s Pam Krueger Says It’s Time for Industry and Regulators to “Pick a Lane”

    Exclusive Interview: MoneyTrack’s Pam Krueger Says It’s Time for Industry and Regulators to “Pick a Lane”

“Pick a lane… please. Why is the SEC living in the land of ambiguity? Lead, follow, or step aside. I may not agree with Ken Fisher very often but on this point, I believe he nailed it…”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/17/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/17/18

Social Security’s Grim Reality, Fiduciary Ping Pong, and Missing What’s Right In Front of Your Eyes.

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As a Professional Fiduciary, You Must Never Do Any of These 7 Things

    As a Professional Fiduciary, You Must Never Do Any of These 7 Things

We want to focus on the type of “nevers” that, in the heat of the moment or humdrum routine of everyday life, fiduciaries can find themselves slowly sliding down that slippery slope towards. In fact, if, as you read these, you catch yourself muttering something about “there’s always an exception,” then you’ve just discovered where that slippery slope lies.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/10/18

  FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/10/18

These may not be the only rules, but they rank up there as among the most practical for fiduciaries and, in some cases, for any other professional.

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7 Rules Every Professional Fiduciary Must Follow

  7 Rules Every Professional Fiduciary Must Follow

These may not be the only rules, but they rank up there as among the most practical for fiduciaries and, in some cases, for any other professional.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/3/18

  FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/3/18

In an otherwise quiet week, does anyone else think it strange that a whole slew of articles came out on this one particular topic?

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5 Examples of Self-Dealing Transactions that are Prohibited as a Result of Fiduciary Duty

  5 Examples of Self-Dealing Transactions that are Prohibited as a Result of Fiduciary Duty

While the fiduciary should be fairly compensated, the fiduciary is prohibited from engaging in activities that might increase that compensation to the detriment of the interests of the beneficiary. Such activities represent the definition of a self-dealing transactions. Here are some examples of self-dealing transactions that, if executed, will likely result in a fiduciary breach.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/27/18

  FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/27/18

FutureWorld of Retirement, The Zombie Fiduciary, and Treating Social Security Like a Bond.

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The Three Most Important Practical Things You Must Know as a Professional Fiduciary

  The Three Most Important Practical Things You Must Know as a Professional Fiduciary

Here’s the beginning of an operational definition of what it takes to be a good fiduciary (first of three installments).

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