Compliance tug of war, John Oliver speaks, and a truce in the passive-active war.
Tag "3(16)"
The three standard flavors of ERISA fiduciary plus one special bonus.
Exclusive Interview: Jerry Schlichter Reveals 3 Ways 401k Plan Sponsors Can Avoid a Fiduciary Breach
“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 donât assume a 3(38) or 3(21) fiduciary position are unlikely to have an investment role.”
The best interests of the 401k participants will always trump convenience and cost.
“MEPs are less susceptible thanks to their size and their often use of multiple providers.” âMEPs really are a great solution for employers, especially small employers.â
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/30/16
Government “Help,” Fiduciary 101 and Investing 101.