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Tag "Richard Bavetz"

The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

    The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

Herein lies the potential for a direct conflict of interest. This applies generally to all proxy voting in commingled portfolios.

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Does The American Airlines ESG Fiduciary Case Suggest The End Of Active Management?

    Does The American Airlines ESG Fiduciary Case Suggest The End Of Active Management?

Since actively managed funds have lagged index funds, does this case put their continued use in ERISA plans at risk?

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Should The American Airlines ESG Fiduciary Case Be Dismissed?

    Should The American Airlines ESG Fiduciary Case Be Dismissed?

On the face of it, American Airlines seemed to follow its documented process. So, what did the company do wrong?

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These Classic Movies (Unknowingly?) Promote The Fiduciary Standard

    These Classic Movies (Unknowingly?) Promote The Fiduciary Standard

It seems like each decade produces a major box office hit that exudes fiduciary. This whole “best interest” thing seems to have caught on in Tinseltown. More recent movies have added a good dose of the “honesty” part of fiduciary.

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I 💖 Fiduciary

    I 💖 Fiduciary

All kidding aside, Valentine’s Day is more than cards, candy, and Cupid. It’s about renewing a vow to treat each other with the highest fiduciary standard.

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The Irony Of Taxing 401k Plans To Save Social Security

    The Irony Of Taxing 401k Plans To Save Social Security

Worse, if the “alternatives” alluded to by the paper entail government backed programs like Social Security, this could have a debilitating impact on encouraging people to be responsible for funding their own retirement.

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401k Plan Sponsors Must Be Wary Of Fiduciary Liability Associated With Bitcoin ETFs

    401k Plan Sponsors Must Be Wary Of Fiduciary Liability Associated With Bitcoin ETFs

Plan sponsors need to think about it in these terms: Does it make sense to have a pork-belly ETF on a 401k investment menu? How about orange futures?

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401k Fiduciary Warning: This Is How The Supreme Court’s Chevron Decision Might Impact The Retirement Plan Industry

    401k Fiduciary Warning: This Is How The Supreme Court’s Chevron Decision Might Impact The Retirement Plan Industry

To make the procedure more agonizing, the transition away from Chevron may feel like death by a thousand cuts. But the snail-like process of the courts has its benefits.

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The Dirty Secret About Collective Investment Trusts They Don’t Tell You

    The Dirty Secret About Collective Investment Trusts They Don’t Tell You

CITs can only be offered within the confines of a trust relationship. That means the plan itself might be structurally different than one that has an investment menu limited to mutual funds.

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IBM’s New 401k Match Policy Isn’t What You Think

    IBM’s New 401k Match Policy Isn’t What You Think

Eliminating the match and investing a large portion of retirement savings in bonds creates a risk. It may cause the retirement savings to go down in flames.

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