This has long been demanded of fiduciaries. Nearly two centuries ago in Harvard College v. Amory, the Massachusetts court promulgated what has become known as the “prudent man rule.”
Posts From Christopher Carosa, CTFA
Son of SECURE, new contribution limits, and an investing mess.
Before you start to panic, take a deep breath and relax. The retirement savings industry is an aircraft carrier. It can’t turn on a dime.
Compliance odds and ends, a real fiduciary issue (that you don’t know about), and why are investment articles increasingly about products, not actual investments?
Sometimes when you try your best, you still miss something important. And that could be the most dangerous miss you make.
Which movie are you watching, Fiduciary Dark Side, and an alternative twist.
Today, the understanding of conflict-of-interest fees goes well beyond plan sponsors. Individual investors also understand how they can act as a better fiduciary for their own personal investments.
A SECURE Update, Back to the “Fee”Ture, and an Interesting Investing Twist
If you are responsible for 401k participant education or in any form of employee-based financial literacy program, you may want to adopt methods used by others who teach adults.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/06/20
New beginnings, fiduciary class, and investment duty.