Legatus
Skip to content

Fiduciary News

Hosting an industry conference? Ask us about including it in this ticker.

Basic Members

Tax Reform Surprise: Congress Slips in 401k MEP Broadside

    Tax Reform Surprise: Congress Slips in 401k MEP Broadside

For all the talk and concern about Congress cutting the contribution caps for 401k plan, the real news appears to be just the opposite. Sometimes, it’s better to wait for the final result rather than get worked up about what you think may happen.

2 comments Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/3/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/3/17

401k Caps Survive, Fiduciary Time-Out, and the Stocks Shall Rise Again!

1 comment Read Full Article

If Retirement Pros Set Tax Policy Instead of Politicians, This is What We’d Get

    If Retirement Pros Set Tax Policy Instead of Politicians, This is What We’d Get

Congress may be zagging when common sense says it should be zigging. Or maybe not.

1 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/27/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/27/17

Cap Cutting, Back Burners, and Eternal Truths

1 comment Read Full Article

Retirement Pros Reveal Worst Fears Regarding Tax Reform

  Retirement Pros Reveal Worst Fears Regarding Tax Reform

While much has been written of the lack of retirement savings among Americans, the most widely talked about change – lowering the cap on tax deductions – could exasperate the lack of retirement savings.

1 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/20/17

  FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/20/17

Fiduciary irony, fee disbelief, and investment deja vu.

1 comment Read Full Article

Exclusive Interview: Barbara Roper Says Mere Disclosure Inadequate for Fiduciary Advice

  Exclusive Interview: Barbara Roper Says Mere Disclosure Inadequate for Fiduciary Advice

For that to work, however, it’s not enough to change the titles brokers use – to make them call their sales representatives “salespeople” and call their services “sales recommendations” – you’d also have to completely change the way they market themselves so that their marketing messages are consistent with their regulatory status.

1 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/13/17

  FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/13/17

The wrong way to save retirement, the truth about “clean” shares, and Investing: It’s all your fault!

1 comment Read Full Article

What a Fiduciary Should Know: Down and Dirty with “Clean” Shares

  What a Fiduciary Should Know: Down and Dirty with “Clean” Shares

It will be important for 401k plan sponsors to get down and dirty when it comes to understanding the fiduciary liability implications of “clean” shares and their equivalent. Furthermore, since the most successful class action suits have involved different share classes of the same fund, you can be sure the introduction of “clean” shares will catch the eyes of your not-so-friendly neighborhood class action attorney.

1 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/6/17

  FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/6/17

Compliance update, fiduciary update, and exactly how clean are those “clean” shares?

1 comment Read Full Article

FiduciaryNews.com is sponsored by…

Order Your 401k Fiduciary Solutions 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.