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Tag "529"

Exclusive Interview: Harold Evensky: Reg BI ā€˜Makes Absolutely No Senseā€™

    Exclusive Interview: Harold Evensky: Reg BI ā€˜Makes Absolutely No Senseā€™

“I was [once] a major skeptic of the use of annuities, I have subsequently changed my mind regarding the efficacy of low-cost fixed and variable annuities in both personal and retirement accounts.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/12/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/12/19

Tangled compliance, a broken fiduciary record, and irrational fees.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/8/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/8/19

The states go marching on, fee posse grows, and “Too Good to be True”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/1/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/1/19

Risk without reward, fiduciary law precedent, and, yes, high fees are bad.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/26/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/26/16

Fiduciary dog fight, the final say on fees, and there’s no free investing lunch.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/30/15

Retirement policy Dark Horse, protesting the Fiduciary Rule too much and bond funds (and their ilk) have a license to kill retirement savings.

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