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Tag "plan sponsor"

Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 6/3/11

Just as a major brokerage firm begins to yield on its opposition to the fiduciary standard, the co-author of the bill compelling the SEC to look into it tells the regulator to lay off brokers. And that’s only the beginning. We’ve also see cracks in the cult of ETF (or is it indexing?).

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How Babe Ruth Can Help 401k Plan Sponsors Teach Employees the Most Important Thing They Need to Know

Time diversification remains controversial, but here’s why the practitioners have one up on the academics.

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The Best Way 401k Plan Sponsors can Offer Total Return Options

Data here reveals the amazing truth about the success of total return investing. So, what’s a plan sponsor to do?

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 5/13/11

What popular investment products appears poised to be the next one to self-destruct? A strange occurrence in Washington bodes ill for the Fiduciary Standard – but does it really matter? Meanwhile, we learn the costs of two generations of lost public pension policy – from a third world country!

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5 Key Facts 401k Plan Sponsors Might Have Missed at the fi360 Conference

One might see the fi360 Conference as merely an industry event, but you’d be surprised what kinds of gems a 401k plan sponsor can discover there. Here are five of them.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 5/6/11

The SEC finally admits 12b-1 is a priority, The Wall Street Journal finally explains why ETFs might not be ready for prime-time and InvestmentNews finally reveals why many financial advisers won’t be impacted at all by a uniform and stronger fiduciary standard. Still, there’s one article that sets all we’ve learned the past forty years so far back you won’t believe it.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 4/22/11

Trending topics this week explores whether a popular investment product is a ticking time bomb or the Holy Grail of investing and connects the dots to lament over the apparent loss of a true fiduciary standard.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 4/1/11

In a week where the new Form ADV became official, we discovered it can increase fiduciary liability for 401k plan sponsors for the same reason it is supposed to help them. In the meantime, the fiduciary finger now points squarely at brokers alone, plus more news on pensions and Target Date Funds.

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How Will New ADV Part 2 Help (or Hurt) 401k Plan Sponsors?

The SEC’s new Form ADV Part 2 makes it harder for 401k Plan Sponsors to feign ignorance when it comes to conflicts of interest.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 9/3/10

From the Edsel of the mutual fund industry to the “do they really expect us to believe this” of the Fiduciary Standard war to a series of decisions in fiduciary lawsuits, discover the past weeks trending topics.

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