Fiduciary News

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Tag "IRS"

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/2/13

Pension Run Amok! Fiduciary in the Fast Lane (Not!) and relearning investments.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/17/13

Post IRS, can DC be trusted with Fiduciary? Meanwhile, pop culture tries to define Fiduciary as there appears to be something strange brewing in the markets.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/11/13

403(b) ills, a fiduciary stew and the return of investment performance.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/24/12

The Fiduciary Battle reignites while the Fee Wars heat up, investors search for fixed income and states look to dump pensions and go the 401k route.

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Why 401k Plan Sponsors and Investors Lack Cupidity for the Annuity

When the IRS press conference leaves reporters with unanswered questions, reporters turn to industry pros to get a better view of the issue.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/10/12

Mixed reviews on dual IRS/DOL announcement; Surveys indicate 401k plan sponsors might be in for an awful surprise; and, is the Annuity the financial industry equivalent of the Chevy Volt?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/3/12

This was the week we were all waiting for from the DOL. What we didn’t expect was the surprise from the IRS and the bipartisan agreement from two former SEC chairmen.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 11/25/11

The father renounces the fruit of his loins, a disappointing prediction and a whole lot of investment “I told you so’s.”

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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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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 6/17/11

This week we learn to ask the question: “If the regulators don’t care, why should the investors?” Which is like saying “If the police don’t care, why should the victims?” On a brighter note, John Bogle isn’t happy he’s been proven wrong.

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