Fiduciary News

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Commentary

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/1/12

The growing Public Employee Pension reform movement, Fiduciary Standard expected to fall victim to election year delays, a controversial 401k fee report and, surprise, did the DOL just suggest a cap on 401k menu options?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/25/12

A government 401k policy that actually worked, one that won’t work, another that will work and several 401k ideas that will never work.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/18/12

Why do they keep insisting 401k is a failure? Why do they keep insisting a fiduciary compromise is consistent with “fiduciary”? Why are young investors doomed to repeat the same mistakes as their elders?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/11/12

Meddling politicians, the infantile Fiduciary debate, a DOL surprise and a totally backwards approach to giving investment advice – what more can you ask for?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/4/12

The DOL plans to turn up the heat, states look for alternatives to pensions, politicians spout lobbyist talking points, and is the end near for revenue sharing?

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Thoughts on Attending My First fi360 Conference

I was sad when it was over. It was like saying goodbye to old friends. I wanted to stay and keep talking. Oh well, there’s always next year…

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/27/12

States and Feds go in opposite directions on retirement, the fiduciary debate gets hotter and more strangeness in the world of investments.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/20/12

Retirees dodge a Washington Bullet, the fiduciary debate heats up, a look into the future with future disclosure and the beginning of the end of Modern Portfolio Theory?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/13/12

The SIFMA has no Clothes, the next investment fad and “Are you Ready for some Fee-Ball?”

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/6/12

In a week that we featured Investment Due Diligence for 401k plans, a major court ruling shows what happened without such due diligence.

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