Basic Members

Retirement Readiness: Are We Using the Right Metric?

It’s very possible, if not very likely, the vast bulk of retirees want to simple relax. Chances are they’re more ready than others think, and just as ready as they want to be. Maybe that’s the metric every fiduciary should be focusing on.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/18/16

Wither regulators? Wither fiduciary? and Zeroing in on fees.

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Exclusive Interview with Tara Falcone: How to Talk Financial to Millennials

“Millennials seek instant gratification. Putting money away today to live off of forty years from now isn’t nearly as sexy as a trip to Thailand with your girlfriends or tickets to the World Series. I’m not saying there’s anything wrong with that, but you’ve got to strike a balance between today and tomorrow.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/11/16

Welcome to FiduciaryNews.com Trending Topics. Each Monday, we’ll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks. If you smile when you read these entertaining snippets, well, that’s the idea. If you think we’re missing something […] Read Full Article

Will the DOL’s New Fiduciary Rule Redefine the Role and Boundaries of Plan Recordkeepers?

Ultimately, it will be the tort bar that offers the enforcement and the subsequent consequence for poor decision making on the part of plan sponsors and service providers. Rest assured all sides will be discover the regulatory fence in their once open fields.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/4/16

Welcome to FiduciaryNews.com Trending Topics. Each Monday, we’ll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks. If you smile when you read these entertaining snippets, well, that’s the idea. If you think we’re missing something […] Read Full Article

Did DOL Fiduciary Rule FAQ Just Fire Warning Shot at Target Date Fund/Index Fund Fees?

How much effort does it really take for ongoing monitoring of an index fund or a target date fund? And does that justify the fees advisers typically charge? And is this why the DOL inserted that reference in Q5 of the Fiduciary FAQ?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/28/16

Public pension ugliness, the fiduciary fog, and a fee line in the sand.

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