Fiduciary News

Photo by nvision88 on Freeimages.comImage by Andrew Martin from PixabayPhoto by Chicago Cameraslinger on UnsplashPhoto by Photo Boards on UnsplashPhoto by Trường Trung Cấp Kinh Tế Du Lịch Thành Phố Hồ Chí Minh CET on Unsplash
Hosting an industry conference? Ask us about including it in this ticker.

Basic Members

Does The American Airlines ESG Fiduciary Case Suggest The End Of Active Management?

    Does The American Airlines ESG Fiduciary Case Suggest The End Of Active Management?

Since actively managed funds have lagged index funds, does this case put their continued use in ERISA plans at risk?

0 comment Read Full Article

Should The American Airlines ESG Fiduciary Case Be Dismissed?

    Should The American Airlines ESG Fiduciary Case Be Dismissed?

On the face of it, American Airlines seemed to follow its documented process. So, what did the company do wrong?

0 comment Read Full Article

These Classic Movies (Unknowingly?) Promote The Fiduciary Standard

    These Classic Movies (Unknowingly?) Promote The Fiduciary Standard

It seems like each decade produces a major box office hit that exudes fiduciary. This whole “best interest” thing seems to have caught on in Tinseltown. More recent movies have added a good dose of the “honesty” part of fiduciary.

0 comment Read Full Article

I 💖 Fiduciary

    I 💖 Fiduciary

All kidding aside, Valentine’s Day is more than cards, candy, and Cupid. It’s about renewing a vow to treat each other with the highest fiduciary standard.

0 comment Read Full Article

The Irony Of Taxing 401k Plans To Save Social Security

  The Irony Of Taxing 401k Plans To Save Social Security

Worse, if the “alternatives” alluded to by the paper entail government backed programs like Social Security, this could have a debilitating impact on encouraging people to be responsible for funding their own retirement.

0 comment Read Full Article

401k Plan Sponsors Must Be Wary Of Fiduciary Liability Associated With Bitcoin ETFs

  401k Plan Sponsors Must Be Wary Of Fiduciary Liability Associated With Bitcoin ETFs

Plan sponsors need to think about it in these terms: Does it make sense to have a pork-belly ETF on a 401k investment menu? How about orange futures?

0 comment Read Full Article

401k Fiduciary Warning: This Is How The Supreme Court’s Chevron Decision Might Impact The Retirement Plan Industry

  401k Fiduciary Warning: This Is How The Supreme Court’s Chevron Decision Might Impact The Retirement Plan Industry

To make the procedure more agonizing, the transition away from Chevron may feel like death by a thousand cuts. But the snail-like process of the courts has its benefits.

0 comment Read Full Article

Plan Sponsor Worries About 401k To IRA Direct Transfers

  Plan Sponsor Worries About 401k To IRA Direct Transfers

The process of transferring assets is not without its own liabilities. The exact nature of the fiduciary risk depends on the nature of the transfer.

0 comment Read Full Article

Will 401k Auto-Portability Became A Cure-All Or A Fiduciary Headache?

  Will 401k Auto-Portability Became A Cure-All Or A Fiduciary Headache?

Some believe it’s destined to become a cure-all for much of what ails retirement savings today. Others, well, they’re not so sure.

0 comment Read Full Article

The Top Ten ‘Must Read’ FiduciaryNews.com Articles For The Five Years Ending 12/31/23!

  The Top Ten ‘Must Read’ FiduciaryNews.com Articles For The Five Years Ending 12/31/23!

These are the stories that tell us what is most on the forefront of the minds of those most involved in the retirement plan industry. It tells us both what questions they’re asking and, perhaps, why they’re asking them. The articles that make this list don’t represent fads, but the never-ending hard reality in the everyday world of 401k plan sponsors and fiduciaries.

0 comment Read Full Article

FiduciaryNews.com is sponsored by…

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.
Skip to content