Year: 2018
As a Professional Fiduciary, You Must Never Do Any of These 7 Things
We want to focus on the type of “nevers” that, in the heat of the moment or humdrum routine of everyday life, fiduciaries can find themselves slowly sliding down that slippery slope towards. In fact, if, as you read these, you catch yourself muttering something about “there’s always an exception,” then you’ve just discovered where that slippery slope lies.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/10/18
These may not be the only rules, but they rank up there as among the most practical for fiduciaries and, in some cases, for any other professional.
7 Rules Every Professional Fiduciary Must Follow
These may not be the only rules, but they rank up there as among the most practical for fiduciaries and, in some cases, for any other professional.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/3/18
In an otherwise quiet week, does anyone else think it strange that a whole slew of articles came out on this one particular topic?
5 Examples of Self-Dealing Transactions that are Prohibited as a Result of Fiduciary Duty
While the fiduciary should be fairly compensated, the fiduciary is prohibited from engaging in activities that might increase that compensation to the detriment of the interests of the beneficiary. Such activities represent the definition of a self-dealing transactions. Here are some examples of self-dealing transactions that, if executed, will likely result in a fiduciary breach.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/27/18
FutureWorld of Retirement, The Zombie Fiduciary, and Treating Social Security Like a Bond.
The Three Most Important Practical Things You Must Know as a Professional Fiduciary
Here’s the beginning of an operational definition of what it takes to be a good fiduciary (first of three installments).
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/20/18
Legislative Odds-Making, the True Cost of Low Fees, and When “Safe” Investing Isn’t Safe.
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The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.