Members Articles

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/2/13

Pension Run Amok! Fiduciary in the Fast Lane (Not!) and relearning investments.

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Compounding: The 401k Equivalent of Cruise Control

Tax-deferred compounding is the retirement saver’s silent partner on the journey to retirement success.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/26/13

Pension Ponzi run amok, rebooting 408(b)(2) and the folly of investment products.

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Exclusive Interview with Tamar Frankel: DOL Should Return to ERISA’s Original Definition of Fiduciary

The DOL changed the original ERISA definition of Fiduciary to exempt marginal players. Those players are no longer marginal.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/19/13

A fiduciary sea change? Remember Fees? Investors and The Magician’s Trick.

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401k Fee Disclosure One Year Later: What We’ve Learned

The DOL’s new 401k Fee Disclosure Rule, while its effectiveness might be suspect, has empowered plan sponsors.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/12/13

Senate aims to hurt retirement investors, dumbing fiduciary down and why annuities are bad.

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The Retirement Saver’s Secret (as in “Under Appreciated”) Weapon

There’s the usual reason people say to save in tax-deferred retirement plans, then there’s this, much sexier, reason.

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