Fiduciary News

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Have The DOL’s Fiduciary Efforts Made Things Worse?

    Have The DOL’s Fiduciary Efforts Made Things Worse?

Let’s not just blame certification providers. Government agencies responsible for monitoring and enforcement are also responsible for market confusion and the dilution of the “fiduciary” standard.

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The 401k’s Past Is Not Its Future

    The 401k’s Past Is Not Its Future

The story arc of the 401k mimics that of software. Each release adds to and builds on features and benefits over and above those of previous releases.

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401k Plan Sponsor Fiduciary Fears Differ From Retirement Advisers Concerns

    401k Plan Sponsor Fiduciary Fears Differ From Retirement Advisers Concerns

Documentation, due diligence, and other formal compliance matters are critical to reducing the fiduciary liability of 401k plan sponsors. But ultimately, they are responsible for safeguarding the assets of plan participants.

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How 20-Year-Olds Invested Over The Generations Reveals Key Fiduciary Tips For 401k Plan Sponsors

    How 20-Year-Olds Invested Over The Generations Reveals Key Fiduciary Tips For 401k Plan Sponsors

It might suit 401k plan sponsors and fiduciaries to tell this story of the generations to help the next generation avoid the mistakes of past generations. This tale provides many good tips about the dangers of investing in extremes, be they too conservative or too aggressive.

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SECURE 2.0: Over-Hyped or Game-Changer?

  SECURE 2.0: Over-Hyped or Game-Changer?

We asked retirement advisors from across the country whether they felt SECURE 2.0 had been over-hyped or represented a game changer. Here’s what they said on a few key issues.

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The Top Ten “Must Read” FiduciaryNews.com Articles For The Three Years Ending 12/31/22!

  The Top Ten “Must Read” FiduciaryNews.com Articles For The Three Years Ending 12/31/22!

We take a different approach by looking not too far back in the past. This avoids the “getting lost in the sauce of history” problem so many retrospectives have. It’s the opposite of the “recency” problem, where we place too much emphasis on that which lies closest to our memories. Often, instead, we’ll give more than proper weight to happenings in a distance that is rapidly losing relevance.

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Top 5 FiduciaryNews.com Stories In 2022 For The 401k Plan Sponsor And Fiduciary

  Top 5 FiduciaryNews.com Stories In 2022 For The 401k Plan Sponsor And Fiduciary

Here’s what’s been hot this year. Can you see why?

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Final Fiduciary Thoughts For 2022 And What To Expect (Or Not) In 2023

  Final Fiduciary Thoughts For 2022 And What To Expect (Or Not) In 2023

. As we head towards our year-end hiatus, are you ready to take the dive into raw, unedited comments from those who serve or are served by the retirement industry?

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What Can Be Done As Rising Rates Tank Bond Funds Leaving 401k Savers Bewildered?

  What Can Be Done As Rising Rates Tank Bond Funds Leaving 401k Savers Bewildered?

In general, there are some simple rules to follow. That being said, just because the rules are simple doesn’t mean you should follow them.

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Will DOL’s New ESG Fiduciary Rule Change How 401k Plan Sponsors Pick Investments?

  Will DOL’s New ESG Fiduciary Rule Change How 401k Plan Sponsors Pick Investments?

Unlike previous definitions, this version takes a definitive step towards allowing plan sponsors to forgo traditional financial measures. Rather than relying on extensive academic studies, this new Rule represents a certain leap of faith.

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