Cal Shakes Retirement, Brokers Proest BI, and the Market Was Open on Friday.
Commentary
Compliance basics, fiduciary reg irrelevance, and belly up to the investment bar.
Ascending States, Conflicts in Paradise, and Unicorns and Rainbows.
SECURE, BI, and 3% fees!
SEC’s best interest, ERISA’s fiduciary, and through the floor on fees.
Waiting for the Senate and a Fiduciary guessing game.
The entire Morehouse class of 2019 has just won a lottery of sorts. Like all lottery winners, what happens next will reveal the content of its character. And possibly reveal the ultimate fiduciary lesson.
SECURE Act recap, BI coming, and ESG sizzling.
Lotsa compliance talk, little fiduciary talks, and a better understanding of fees.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/12/19
Reg “Son-of-a” BI, a necessary “Fee”-vil, and the coming ESG kerfuffle