Herein lies the potential for a direct conflict of interest. This applies generally to all proxy voting in commingled portfolios.
Posts From Christopher Carosa, CTFA
Kill the 401k chorus, Danger Will Robinson! and There is no alternative to the tried and true.
Since actively managed funds have lagged index funds, does this case put their continued use in ERISA plans at risk?
Retirement plan evolution, Admiral Ackbar, and getting what you pay for.
On the face of it, American Airlines seemed to follow its documented process. So, what did the company do wrong?
Compliance nits, more sniping at the Fiduciary Rule, and is AI the new ESG?
It seems like each decade produces a major box office hit that exudes fiduciary. This whole “best interest” thing seems to have caught on in Tinseltown. More recent movies have added a good dose of the “honesty” part of fiduciary.
The real way to save Social Security, nothing is real, and stranger things.
All kidding aside, Valentine’s Day is more than cards, candy, and Cupid. It’s about renewing a vow to treat each other with the highest fiduciary standard.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/15/24
What everyone talks about, what nobody talks about, and what people should stop talking about.