FiduciaryNews

What do you think of our site upgrade?
Hosting an industry conference? Ask us about including it in this ticker?

Tag "Michael Prus"

Did DOL Fiduciary Rule FAQ Just Fire Warning Shot at Target Date Fund/Index Fund Fees?

    Did DOL Fiduciary Rule FAQ Just Fire Warning Shot at Target Date Fund/Index Fund Fees?

How much effort does it really take for ongoing monitoring of an index fund or a target date fund? And does that justify the fees advisers typically charge? And is this why the DOL inserted that reference in Q5 of the Fiduciary FAQ?

This content is not available to your membership level. It is available to: Basic
You may register with FiduciaryNews.com for free to become a Basic Member. You may also upgrade to benefit from premium content available only to Professional and Preferred Members.
You may be seeing this because you did not Login. If you have logged in and are still seeing this, you will need to check your member level is able to access this content.

2 comments Read Full Article

401k Fiduciary Alert: Regulators Targeting 12b-1 Fees, Is Revenue Sharing Far Behind?

    401k Fiduciary Alert: Regulators Targeting 12b-1 Fees, Is Revenue Sharing Far Behind?

You may not remember this, but several months ago the SEC penalized three AIG affiliates $7.5 million for charging $2 million in extra 12b-1 fees as a result of directing

This content is not available to your membership level. It is available to: Basic
You may register with FiduciaryNews.com for free to become a Basic Member. You may also upgrade to benefit from premium content available only to Professional and Preferred Members.
You may be seeing this because you did not Login. If you have logged in and are still seeing this, you will need to check your member level is able to access this content.

0 comment Read Full Article

The Hows, Whys, and Right and Wrong Way to Use Asset Allocation

The future of true asset allocation may lie in understanding its past.

1 comment Read Full Article

How’d an Innocent Fiduciary Like You End Up Asset Allocating?

Much of asset allocation marketing collateral is founded on a simple misinterpretation, yet this myth persists. Why?

0 comment Read Full Article

7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 5th Deadly Sin – Misapplied Asset Allocation

Are our expectations of Asset Allocation too high?

0 comment Read Full Article

401k Plan Sponsors: These 4 Steps Will Change the Retirement Lives of Your Employees

Success begins with a single step on a well-worn, proven path.

1 comment Read Full Article

Anticipating the Bond Bubble Burst: Protecting Your 401k Plan

Bonds and bond funds alike suffer from rising interest rates, but bonds are protected in ways bond funds are not. Does the typical 401k investor know that?

8 comments Read Full Article

Have Mutual Fund Rating Agencies Lost Their Mojo?

For retirement and retail investors alike, has Morningstar and its kin passed their collective “use by” date?

6 comments Read Full Article

FiduciaryNews.com is sponsored by…

Order Your 401k Fiduciary Solutions book today!

Vote in our Poll

Disclaimer

The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.