Year: 2014

Exclusive Interview: Ron Surz Says Regulators Can’t Solve Target Date Fund Problems

“Advisers should be very scared of being implicated in the lawsuits that will happen.”

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/13/14

Government butting in, Fonz as Fiduciary and the clash of the investing theory titans.

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Has the 401k Fiduciary Unknowingly Put Employees in Peril?

If 401k plan sponsors have failed to update both their plan menu options and their education program to this new paradigm, they may have unknowingly placed their employees in peril.

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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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Why Every 401k Fiduciary Should Redefine Risk as What Happens When You Miss Your Goal

Volatility simply can’t be used to measure risk because it contains components both of risk and reward. Here’s a better way to measure true investor peril.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/30/14

Blue and Red approaches to retirement policy, another Fiduciary Rule delay and what’s up with the latest investment fads.

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A 401k Fiduciary Dilemma: The Risk of Using Volatility to Define Risk

Despite evidence of its uselessness, it’s been a long goodbye for volatility. Will this bomb unsuspecting plan sponsors?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/23/14

Flyover America Acts, SEC babbles and How to Get Better Investment Returns.

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