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Tag "revenue sharing"

What Plan Sponsors Must Do To Avoid Fiduciary Liability From These 3 Common Fee Blunders

    What Plan Sponsors Must Do To Avoid Fiduciary Liability From These 3 Common Fee Blunders

Plan sponsors shouldn’t let these three common fee foibles expose them to unnecessary fiduciary liability.

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Is “Active Share” the New Phrenology?

    Is “Active Share” the New Phrenology?

The controversial and decidedly partisan report not only took aim at the policies of the current administration, it entered into the passive/active debate by solely targeting actively managed funds. Worse, the report reveals a rather naïve understanding of mutual funds and investing.

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The Greatest 401(k) Book Sequel Ever, by Ary Rosenbaum – Chapter 3

    The Greatest 401(k) Book Sequel Ever, by Ary Rosenbaum – Chapter 3

Ary Rosenbaum’s latest book tells the story of the modern retirement era through the lens of classic movie sequels, but it’s his own unique experiences that tell the real story. Here’s a taste.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/23/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/23/18

Two fiduciary wrongs, a new kind of fee conflict, and crypto-mania’s comeuppance.

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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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What a Fiduciary Should Know: Down and Dirty with “Clean” Shares

    What a Fiduciary Should Know: Down and Dirty with “Clean” Shares

It will be important for 401k plan sponsors to get down and dirty when it comes to understanding the fiduciary liability implications of “clean” shares and their equivalent. Furthermore, since the most successful class action suits have involved different share classes of the same fund, you can be sure the introduction of “clean” shares will catch the eyes of your not-so-friendly neighborhood class action attorney.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/7/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/7/17

Bad Things, moving Fiduciary goal posts back, and fees that matter.

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Exclusive Interview with David Huntley and Joseph Valletta: Plan Sponsors Need Template to Identify Fees

    Exclusive Interview with David Huntley and Joseph Valletta: Plan Sponsors Need Template to Identify Fees

“Benchmarking your plan’s fees is important step to carrying out your fiduciary responsibilities.”

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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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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/30/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/30/16

Government “Help,” Fiduciary 101 and Investing 101.

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