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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/1/21
Justice delayed, justice demanded, and justice delimited.
3 Key Concerns 401k Plan Sponsors Want To Address Continually
Fad topics come and go be a certain set of 401k concerns remain the same. What are they and why do they motivate plan sponsors?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/24/21
Compliance hodgepodge, faux fiduciary surprise, and the fee song remains the same.
Exclusive Interview: Luis Aguilar On SEC/DOL Harmonization And Continuing Fiduciary Confusion
“Perhaps the continued confusion can be expected given that the term ‘best interest’ is not defined in Reg BI and the word ‘fiduciary’ is not used in defining the new standard. It makes it harder to understand.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/17/21
Welcome to FiduciaryNews.com Trending Topics. Each Monday, we’ll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries, and those in the business of supporting these fine folks. If you smile when you read these entertaining snippets, well, that’s the idea. If you think we’re missing something important, […] Read Full Article
How Do You Prep For The Coming IRA Rollover Fiduciary Rule?
In a nutshell, what was initially considered a “pick me because you like me” decision on the part of the prospect has been reframed as a “pick me because I sold you investments” decision. It’s a subtle distinction, but it drives the difference between a fiduciary act and a non-fiduciary act.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/10/21
The coming regulatory tsunami; tick tock, tick tock; and “What took you so long?”
If You Meet Your Objectives, Does It Make Sense To Worry About Fees?
While diligence is to be applauded, that’s not to say you can’t carry it to an extreme. If fact, some folks are so hung up on fees, they sometimes fail to see the bigger picture.
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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.










