FiduciaryNews

Tag "lump-sum"

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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Exclusive Interview with Ted Benna: Quits Supporting Fiduciary Rule, says “Not Sufficient”

    Exclusive Interview with Ted Benna: Quits Supporting Fiduciary Rule, says “Not Sufficient”

Ted Benna says ERISA/PBGC – not the 401k – killed pension plans and that pensions no longer make sense given our current job-hopping demographics. He also says a lot more in this must read interview.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/29/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/29/16

Insane compliance, a whole new fiduciary world, and bad news for index funds

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/9/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/9/15

The Camel’s Nose. the Faustian Fiduciary Bargain, and an Ode to the Annuity.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/4/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/4/15

Camels, Clods, and Ostriches rule the week.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/27/15

The pension implosion, the fiduciary explosion and retirement plan fee corrosion.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/26/14

The Coming Thing, the problem with money and typical signs of an overbought market.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/22/14

Brokerage windows broke? Fiduciary or nothing at all? The real fee fighters.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/1/14

Form 5500 facts, fiduciary friends fight foes and Investment foibles.

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Why a 401k Fiduciary Must Convince Retirement Investors to Avoid Thinking in Lump Sum Terms

What if the choice between what’s behind the curtain and what’s in the box led to exactly the same outcome?

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