Fiduciary News

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Tag "fee"

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/9/11

The downsizing of the Fiduciary Standard, an Orwellian porcine view of fees and yet another search for the Holy Investment Option Grail.

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Study Shocker: 9 of 10 401k Plans Exposed to Increased Conflict-of-Interest Risk

Worse, “all-in” might not be all it’s meant to be, possibly invalidating other results from the same survey. Here’s why.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 11/18/11

Will new Fiduciary Rule complicate bundling, new study suggests how to reduce fees, making 401k plan option menus simpler, the new retirement age and more…

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10 Questions the DOL Wants 401k Plan Sponsors to Ask Their Investment Consultant

How many of these questions matter today?

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 11/4/11

Featuring a lot of investment talk, from more mourning on TDFs to the Dark Side of behavioral finance.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/21/11

The pendulum again swings in favor of the fiduciary standard as the DOL threatens to come after service providers regarding questionable fees. In the meantime, the battle between Modern Portfolio Theory and Behavioral-based solutions gets hotter.

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How Many Investment Options Should 401k Plan Sponsors Offer?

A better question: Why don’t enough 401k plan sponsors ask this important fiduciary question?

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/14/11

Fees remain a hot topic, but maybe the worry should focus on the government. You won’t believe what it’s thinking about doing.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/7/11

A flurry of a week that saw lawmakers go back to the future, the brokers get more than they bargained for and another good “teachable moment” for investing.

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Industry Fights Hard to Exclude IRAs from Fiduciary Standard

Is this the last gasps of a dying business model whose ruins new life seems destined to find rebirth?

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