Evolving Retirement Savings vehicles, Beware the Fiduciary Paper Tiger, and The Magician’s (Fee) Secret.
State Run Plans DOA? Fiduciary’s Long Goodbye? and Products Trump Investments?
The three standard flavors of ERISA fiduciary plus one special bonus.
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“If diversification of products in the annuity is limited, the product may result in a fiduciary breach because…”
Industry veteran identifies the most critical issue facing employers today and plan sponsors’ job #1.
“Advisors who don’t assume a 3(38) or 3(21) fiduciary position are unlikely to have an investment role.”
“[S]kewed articles with sensational headlines have become the norm… 401k plans are the most successful savings vehicle in history.”