On the face of it, there appears to be little room for debate. Upon closer examination, however, the specifics of particular circumstances can muddle things up. Would you like to see what we mean by this? Here’s what you get when you ask the experts whether or not a fiduciary can ever legally engage in self-dealing.
Tag "prohibited transaction"
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.
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.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/14/17
The real retirement crisis, dumbing down fiduciary, and solving wrong problems.