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Tag "IRA"

Exclusive Interview: Phyllis Borzi says Original Fiduciary 5-Part Test Left Plan Sponsors “Holding the Bag”

    Exclusive Interview: Phyllis Borzi says Original Fiduciary 5-Part Test Left Plan Sponsors “Holding the Bag”

For 8 years as Assistant Secretary of EBSA, Phyllis Borzi fought vigorously to protect plan sponsors and retirement savers under the uniform fiduciary umbrella. Here, she answers questions about the past, present and future of the Fiduciary Rule.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/4/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/4/18

Fiduciary Scorecard: SEC down and DOL out; 12b-1 matters; and TDFs might not (in the way you think they do)

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/18

Lotta regulator noise, fiduciary fallout, and DOL comes clean on “social” investing.

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What Can Business Owners Do Before the Deadline to Save More for Retirement?

    What Can Business Owners Do Before the Deadline to Save More for Retirement?

If you own a business, waiting until the last minute to reduce taxes limits your options. You still have some, though. Here they are.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/2/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/2/18

The Undiscovered Fiduciary, SEC goes on safari, and barber investing.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/23/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/23/18

Two fiduciary wrongs, a new kind of fee conflict, and crypto-mania’s comeuppance.

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Exclusive Interview: David Levine: 401k Plan Sponsors Must Separate These Fiduciary Rule Facts from Fiction

    Exclusive Interview: David Levine: 401k Plan Sponsors Must Separate These Fiduciary Rule Facts from Fiction

“This uncertainty can be very challenging for plan sponsors. If I have to give some basic words of advice to plan sponsors, I simply say ‘stop and take a breath.’”

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Gig Workers Saving for Retirement – What’s in Their Best Interest?

    Gig Workers Saving for Retirement – What’s in Their Best Interest?

If you are an active member of the gig economy, you don’t need to wait for Congress to act to start saving for retirement. You can begin saving right now. And, depending on your specific situation, you may just be able to save faster than you think.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/9/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/9/18

Top-down retirement policy ideas, “What? I pay Fees?” and what we remember (and don’t) about market volatility

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/19/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/19/18

Government AWOL, Fiduciary Name Game continues, and should fees be determined by the marketplace or the courts?

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