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Tag "Clean Shares"

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/28/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/28/18

Clash of the retirement policy titans, scraping the bottom of the (fee) barrel, and why we can’t handle the choice we think we want.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/31/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/31/18

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/6/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/6/18

Be wary of these regulatory plugs, marketing buzz, and investment fads.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/1/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/1/17

New thinking, delay of game, and moving (too far?) ahead.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/13/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/13/17

The wrong way to save retirement, the truth about “clean” shares, and Investing: It’s all your fault!

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What a Fiduciary Should Know: Down and Dirty with “Clean” Shares

    What a Fiduciary Should Know: Down and Dirty with “Clean” Shares

It will be important for 401k plan sponsors to get down and dirty when it comes to understanding the fiduciary liability implications of “clean” shares and their equivalent. Furthermore, since the most successful class action suits have involved different share classes of the same fund, you can be sure the introduction of “clean” shares will catch the eyes of your not-so-friendly neighborhood class action attorney.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/29/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/29/17

Compliance test, plan sponsor fiduciary awareness, and the similarity between Paul McCartney’s grandfather and the future of mutual funds.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/24/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/24/17

Gov FUBAR, a new Fiduciary battlefield, and imagine a world without 12b-1 or revenue sharing fees…

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