FiduciaryNews

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

Tag "plan sponsor"

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.

0 comment Read Full Article

Does Pending Appeal Decision Doom 401k Plan Sponsors?

Many 401k plan sponsors aren’t aware of fee creep and how it exposes them to greater fiduciary liability. One plan’s ignorance cost it nearly a half million dollars in personal damages.

4 comments Read Full Article

How Should a 401k Plan Sponsor Construct an Appropriate Investment Policy Statement?

For those who believe an Investment Policy Statement (IPS) for an ERISA retirement plan helps reduce fiduciary liability, here’s a nine step process for creating a strong IPS.

1 comment Read Full Article

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?).

0 comment Read Full Article

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.

0 comment Read Full Article

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?

3 comments Read Full Article

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!

0 comment Read Full Article

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.

2 comments Read Full Article

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.

0 comment Read Full Article

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.

0 comment 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.