Fiduciary News

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Education

How the Fiduciary Discovered What’s Wrong With Emphasizing Income

For more than a century, fiduciaries followed the principles set forth in an 1830 court ruling. Two events in 1969 forever changed the landscape.

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7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 1st Deadly Sin – “Income Matters”

What do Robin Hood, Income and Fiduciary Duty all have in common? And why should all 401k plan sponsors know this?

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5 Key Facts 401k Plan Sponsors Might Have Missed at the fi360 Conference

One might see the fi360 Conference as merely an industry event, but you’d be surprised what kinds of gems a 401k plan sponsor can discover there. Here are five of them.

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5 Criteria 401k Plan Sponsors Must Consider Before Hiring an ERISA Attorney

If the consequences of choosing the wrong ERISA attorney can prove catastrophic, what are the most important criteria 401k plan sponsors should use when selecting an ERISA attorney?

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Two New Studies Suggest 401k Alive, Well and Working!

What has the average 401k participant’s account accomplished that neither public employee pensions nor several major college endowments have?

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Is the 401k DOA? Time to Bring Back Pensions? Fiduciary Implications for Corporate Plan Sponsors

Maybe we can learn something from Madison’s protesting public employee unions. Maybe there’s something more to being a fiduciary. Something even the DOL doesn’t tell us.

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Should Plan Sponsors Fear? Is the 401k Merely a Ponzi Scheme?

Could it be true? And, if so, will the albatross of liability ultimately hang upon the 401k plan sponsor?

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Mass Media Retirement Hype: Hurting 401k Investors and Increasing Plan Sponsor Fiduciary Liability?

If the major networks prefer to use former professionals as color announcers for sports events, why don’t they use specific industry professionals to write these types of stories for the mass media?

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The Five Most Widely Read Fiduciary News Stories in 2010 (Part II of II)

Does the most widely read Fiduciary News story in 2010 reflect a latent concern among 401k fiduciaries or does is represent an eerie omen?

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Top Ten Most Widely Read Fiduciary News Stories in 2010 (Part I of II)

If you’ve been floating in space for the past twelve months, have no fear as these articles are the ones you most want to read to catch up on the happenings of 2010.

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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.
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