Evolving Retirement Savings vehicles, Beware the Fiduciary Paper Tiger, and The Magician’s (Fee) Secret.
Shotgun compliance, fiduciary naivete, and free markets trump high fees.
“Price (fees) are a component of value. There are many other components that make up value and the relative weight will vary from plan to plan.”
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…”
“Advisors who don’t assume a 3(38) or 3(21) fiduciary position are unlikely to have an investment role.”
Fiduciary dance continues, policy wonk follies and and silly investment ideas.