Herein lies the potential for a direct conflict of interest. This applies generally to all proxy voting in commingled portfolios.
Tag "Retirement plan"
This dilemma isnât new. Trust officers have had to face it for generations. Itâs called a âsplit-interestâ trust. Multiply this split interest problem by the number of beneficiaries in a typical retirement plan and you can see how this conflict grows more complex.
If plan sponsors assume things can return to the pre-Covid normal, they risk exasperating existing problems. Theyâre there and cannot be ignored.
Legislative Odds-Making, the True Cost of Low Fees, and When “Safe” Investing Isn’t Safe.
Plan sponsors shouldn’t let these three common fee foibles expose them to unnecessary fiduciary liability.
Why you should always take the money and run, always listen to dad and never believe what you read in the papers.
Exclusive Interview: Larry Starr Explains âGalactically Stupid,â 3% Math, and More!
Interested to know why small plans are different? What the dumbest retirement idea in the past 10 years was? What the most successful concept was? Read all about it in this article.