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Tag "Yale"

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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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/12/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/12/16

Fiduciary freedom, colleges getting schooled on fees, and the virtue of investing patience.

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Exclusive Interview: Andrew Golden Reveals the Huge Fiduciary Conflict-of-Interest Nobody Talks About

    Exclusive Interview: Andrew Golden Reveals the Huge Fiduciary Conflict-of-Interest Nobody Talks About

Golden tells us how Swensen’s books have explained why a fiduciary cannot use a cookie-cutter approach.

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401k Fee Disclosure: What 6 Months Tells Us

A warning is not the same as protection.

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Yale Study: A Few Extra Words Can Make a Major Difference for 401k Investors

Employees base their decisions – both good and bad – on even the smallest cues, and that only increases 401k plan sponsor fiduciary liability.

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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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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 8/19/11

Read the fallout from the mass market media op-eds that take opposite sides in the fiduciary standard debate while both taking flack from just one side – those in favor of the fiduciary standard.

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New Study Explains Why the 401k Match FAILs

Pre-publication draft of new study sheds new light on the value – or lack thereof – of 401k matching and participant education. In a Fiduciary News exclusive, one of the study’s authors suggests a solution.

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Exclusive Interview with Yale’s Daylian Cain: Just a Sugar Pill? Disclosure’s “Ah-Ha!” Moment

Right now, disclosure is often a boiler-plate after thought, printed in fine-print legalese, not the sort of alarm-bell regulators assume it to be. If a fiduciary knowingly relies on this false siren, what are the risks?

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