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Tag "plan sponsor"

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/9/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/9/18

Top-down retirement policy ideas, “What? I pay Fees?” and what we remember (and don’t) about market volatility

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/15/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/15/17

Changes, SEC as cavalry, and the revenge of the Alts.

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5 Awkward 401k Questions Every Good Fiduciary Must Know the Answer To

    5 Awkward 401k Questions Every Good Fiduciary Must Know the Answer To

Never belittle the question or the person asking the question. These are sincere queries that represent commonly held beliefs. These beliefs live a Schrodinger Cat-like existence, being generally not quite true and not quite false. It’s critical, for the benefit of all retirement savers, that these questions be asked and that fiduciaries encourage their asking. This is the only way that allows the fiduciary to respond in the second noteworthy way: By using these questions to refute misconceptions and promote good retirement saving decision-making.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/24/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/24/17

Celebrating a week of thankfulness, for bad news headlines, continuing interest in fees, and that ever open mind searching for the “coming (investment) thing.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/3/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/3/17

401k Caps Survive, Fiduciary Time-Out, and the Stocks Shall Rise Again!

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/20/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/20/17

Fiduciary irony, fee disbelief, and investment deja vu.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/29/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/29/17

Compliance test, plan sponsor fiduciary awareness, and the similarity between Paul McCartney’s grandfather and the future of mutual funds.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/18/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/18/17

Marketing fiduciary, yes, conflicted fees matter, and exposing Index Funds

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/2/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/2/17

Retirement policy conflicts, shifting sands of fiduciary, and turning the screw on MPT.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/3/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/3/17

State Run Plans DOA? Fiduciary’s Long Goodbye? and Products Trump Investments?

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