FiduciaryNews

Photo by Tessa Hatlelid from FreeImagesPhoto by Jason Staten from FreeImages
Hosting an industry conference? Ask us about including it in this ticker.

Basic Members

How Does Embedding Retirement Income Into A Target Date Fund Work?

    How Does Embedding Retirement Income Into A Target Date Fund Work?

It’s not just plan sponsors and plan participants that need convincing. The entire retirement plan infrastructure must also get on board. That doesn’t mean the hurdles can’t be overcome.

0 comment Read Full Article

Should A 401k Plan Sponsor Take On The Additional Fiduciary Liability Associated With Retirees?

    Should A 401k Plan Sponsor Take On The Additional Fiduciary Liability Associated With Retirees?

The decision to retain and service company retirees appears (at first blush at least) to be a no-brainer. But that includes a very important assumption.

0 comment Read Full Article

Do 401k Plan Sponsor Have Fiduciary Responsibilities For Employees In Retirement?

    Do 401k Plan Sponsor Have Fiduciary Responsibilities For Employees In Retirement?

If you think the web of fiduciary duties is complex in a 401k plan that focuses on getting employees to save for retirement, imagine how much more intricate it becomes if the plan also has to cater to retired employees.

0 comment Read Full Article

Is Allowing Bitcoin in Retirement Accounts Dangerous For The 401k Plan Fiduciary?

    Is Allowing Bitcoin in Retirement Accounts Dangerous For The 401k Plan Fiduciary?

It’s not a simple matter of flipping a switch and allowing cryptocurrencies in plans. Because these are alternative investments, the plan sponsor will need to learn enough about them to make an informed decision.

0 comment Read Full Article

3 Key Concerns 401k Plan Sponsors Want To Address Continually

  3 Key Concerns 401k Plan Sponsors Want To Address Continually

Fad topics come and go be a certain set of 401k concerns remain the same. What are they and why do they motivate plan sponsors?

0 comment Read Full Article

Exclusive Interview: Luis Aguilar On SEC/DOL Harmonization And Continuing Fiduciary Confusion

  Exclusive Interview: Luis Aguilar On SEC/DOL Harmonization And Continuing Fiduciary Confusion

“Perhaps the continued confusion can be expected given that the term ‘best interest’ is not defined in Reg BI and the word ‘fiduciary’ is not used in defining the new standard. It makes it harder to understand.”

0 comment Read Full Article

How Do You Prep For The Coming IRA Rollover Fiduciary Rule?

  How Do You Prep For The Coming IRA Rollover Fiduciary Rule?

In a nutshell, what was initially considered a “pick me because you like me” decision on the part of the prospect has been reframed as a “pick me because I sold you investments” decision. It’s a subtle distinction, but it drives the difference between a fiduciary act and a non-fiduciary act.

0 comment Read Full Article

If You Meet Your Objectives, Does It Make Sense To Worry About Fees?

  If You Meet Your Objectives, Does It Make Sense To Worry About Fees?

While diligence is to be applauded, that’s not to say you can’t carry it to an extreme. If fact, some folks are so hung up on fees, they sometimes fail to see the bigger picture.

0 comment Read Full Article

When It Comes To Fees, How Does A 401k Fiduciary Measure Value?

  When It Comes To Fees, How Does A 401k Fiduciary Measure Value?

Clearly, you wouldn’t pay more for 2 apples if you could get 3 for the same price, but would you pay more to get 2 oranges instead?

0 comment Read Full Article

Exclusive Interview: Larry Starr Explains “Galactically Stupid,” 3% Math, and More!

  Exclusive Interview: Larry Starr Explains “Galactically Stupid,” 3% Math, and More!

Interested to know why small plans are different? What the dumbest retirement idea in the past 10 years was? What the most successful concept was? Read all about it in this article.

0 comment Read Full Article
1 2 3 114

FiduciaryNews.com is sponsored by…

Order Your From Cradle to Retirement book today!

Vote in our Poll

Disclaimer

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.