Fiduciary News

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/6/14

Government teases, the court squeezes and history repeatses.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/27/13

Puerto Rico shows America the way, the DOL brings out the big gun and the Fee Disclosure Fiasco.

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Exclusive Interview with Roger Wohlner: On Annuities, Target Date Funds and the Fiduciary Standard

“Studies have shown that the largest factor in determining the success level of retirement savers is their level of savings.”

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/5/12

Pensions running low, regulatory enforcement running high and a suggestion that would make Voltaire happy.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/28/12

Are we doomed to repeat past retirement plan mistakes? Is the Fiduciary Standard this easy? Ongoing fee disclosure confusion and bad news for popular 401k investments (and their investors).

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/13/12

The SIFMA has no Clothes, the next investment fad and “Are you Ready for some Fee-Ball?”

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/6/12

In a week that we featured Investment Due Diligence for 401k plans, a major court ruling shows what happened without such due diligence.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/30/12

Now we know why Washington has been dissing the 401k, why we lost the war for the fiduciary standard and why investors keep losing money.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/16/12

A funny thing happened on the way to the fiduciary standard lynching and what the world will look like when fees are transparent

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/3/12

This was the week we were all waiting for from the DOL. What we didn’t expect was the surprise from the IRS and the bipartisan agreement from two former SEC chairmen.

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