For 8 years as Assistant Secretary of EBSA, Phyllis Borzi fought vigorously to protect plan sponsors and retirement savers under the uniform fiduciary umbrella. Here, she answers questions about the past, present and future of the Fiduciary Rule.
Tag "prohibited transaction"
If maintaining fiduciary due diligence were easy, they wouldn’t publish a list like this.
An old case suddenly takes on more relevance as the DOL may have Plan Sponsors in their cross-hairs.
Americans to Gov: Don’t Tread on My 401k; Americans to Big Finance: Don’t Tread on My 401k; Americans to Markets: What, me worry?
401k plan sponsors may discover the Fee Disclosure Rule may be more hazardous than healthy.
In many ways, the fallout of the Merrill Rule made this debate what it is today.
The adage you can’t serve two masters is as old as the Bible. So why are 401k plan sponsors making this mistake and why is the DOL allowing them to do so?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/14/17
The real retirement crisis, dumbing down fiduciary, and solving wrong problems.