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Tag "Wohlner"

Which Fiduciary “Cost” Matters Most: The Broker’s or the Retirement Investor’s?

Both sides of the fiduciary debate suggest their view reduces retirement investor costs. They can’t both be right. Luckily, the marketplace offers a real testing ground, leaving only one question: Who does the DOL protect – the industry or the investor?

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Momentum Builds to Place IRAs Under Fiduciary Umbrella

Having no idea what the fiduciary means, and worse, not caring, most IRA R/O investors are sheep heading for their (financial) slaughter. Not anymore, if the DOL’s Phyllis Borzi has her way.

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Will 401k Plan Sponsors Wonder: Doth the 12b-1 Industry Protest Too Much?

Was a major financial professional organization covering up some important data in their comment letter to the SEC? Or is the industry’s 401k defense of 12b-1 fees much ado about nothing?

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Exclusive Comments from Industry Insiders Suggest Fin-Reg’s Fiduciary Standard May Impact 401k Plan Sponsors

The adoption of a universal fiduciary standard may greatly impact how their plans operate. You might be surprised to hear what industry insiders are saying about it.

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Readers Select Top Fiduciary Stories of 2009: #8 The Fall of Target Date Funds

2009 exposed a much deeper problem with Target Date Funds. Pitched as the be-all-and-end-all to 401k investors, these funds fell flat on their collective face as 2008’s down market exposed them as more sizzle than steak. Washington might help, but a knee-jerk reaction to 2008 is not a good solution at all.

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Top Fiduciary Stories in 2009

The topsy-turvy 2009 provided some of the biggest fiduciary stories in years. Which do you think rates as the most important?

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