Regulators (including the DOL) seem intent on splitting the baby in half by allowing two incompatible business models â one fiduciary with no self-dealing fees, the other non-fiduciary with conflict-of-interest fees â to coexist within the same market. Does this mean âfiduciaryâ has lost its inherent advantage?
Tag "Jairo Gomez"
Here’s quick read with a surprise reveal. Can you find it?
Was “fiduciary” done in by over-saturation? Or was it the victim of a super successful negative campaign? Or is there something missing in our analysis?
The Meat and Potatoes Topics of 401k Plan Sponsor Training: Fiduciary Education Curriculum (Part II)
If we liken the â5 Critical Topicsâ to the skeleton and sinew of a plan sponsorâs fiduciary obligation, the âmeat and potatoesâ topics can be described as its soft underbelly. It is within the routines of these topics that plan sponsors live most dangerously. What are these next two topics and why is it important plan sponsors to dig deep into them rather than simply âread the headlinesâ?
These are fundamental in nature. They are necessary prerequisites for 401k plan sponsors to fully inculcate themselves with more complex topics.
Plan sponsors shouldn’t let these three common fee foibles expose them to unnecessary fiduciary liability.
There’s a chance for savers to increase the odds they’ll retire in comfort thanks to the 2017 tax law. Here’s how, but the window of opportunity will close fast.
Just because something is measurable doesn’t mean it’s relevant.
