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Tag "trustee"

When Does “Socially Responsible” Investing Violate Fiduciary Duty?

    When Does “Socially Responsible” Investing Violate Fiduciary Duty?

It goes without saying there are risks when one plays politics with other peoples’ money. The depths of the ensuing fiduciary liability will only be tested when the tort bar brings the matter to court. Until then, fiduciaries may wish to proceed with caution.

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Will the DOL’s New Fiduciary Rule Redefine the Role and Boundaries of Plan Recordkeepers?

    Will the DOL’s New Fiduciary Rule Redefine the Role and Boundaries of Plan Recordkeepers?

Ultimately, it will be the tort bar that offers the enforcement and the subsequent consequence for poor decision making on the part of plan sponsors and service providers. Rest assured all sides will be discover the regulatory fence in their once open fields.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/15/13

How to prepare for a DOL Audit, SEC on the brink? and solutions looking for a problem.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/8/13

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?

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A How-To Guide: Investing Using the Total Return Method or the Assigned Asset Method

In music, you start at the very beginning. With investment goals, you start at the very end.

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What’s a Fair Fee to Pay a Fiduciary

When it comes to fees, abide these 3 rules of thumb.

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Why Risk Doesn’t Matter to the ERISA Fiduciary

First the bad news: The client isn’t always right. Now the worse news: If you listen to the client you’ve just bitten off a chunk of fiduciary liability. How did you get in this mess in the first place?

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Is Investing for Income the Only Option the 401k Plan Sponsor can Offer Employees Seeking to Meet Certain Financial Objectives?

Why do two popular 401k options encourage investors to invest for income when most fiduciaries know (or show know) of the dangers of doing so?

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Am I an ERISA/401k Fiduciary?

You may be an ERISA/401k fiduciary and not know it. The first step to reducing your personal fiduciary liability it to fully understand under what conditions you may be acting as a fiduciary.

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