Basic Members
ETF Innovations: Good (or Bad) for ERISA Plan Sponsors?
These popular product have become more accessible even as they are evolving. What’s that mean to retirement plan sponsors?
Top 10 Reasons 401k Plan Sponsors Fear ETFs Not Ready For Primetime
With even insiders questioning their appropriateness, it’s easy to understand why 401k plan sponsors continue to feel uncomfortable with ETFs. What exactly did these experts say?
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/29/10
If you give yourself some time to file an article you tend to be a little bit more thorough. It’s kinda like why “the fastest guns in the West” didn’t survive too long – they didn’t take the time to aim. This week’s news stories aimed well – and hit!
Exclusive Interview with Stanford Professor Charles Lee: Why Fees May be Less Important to 401k Plan Sponsors
Professor Lee’s research exposes two myths that make it critical for 401k plan sponsors to fully vet all the relevant research as part of their standard due diligence process.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/22/10
Just as we get the fallout from the new DOL fee disclosure rule, the DOL hits 401k Plan Sponsors with another whammy – a new definition of Fiduciary.
Exclusive Interview with Yale’s Daylian Cain: Just a Sugar Pill? Disclosure’s “Ah-Ha!” Moment
Right now, disclosure is often a boiler-plate after thought, printed in fine-print legalese, not the sort of alarm-bell regulators assume it to be. If a fiduciary knowingly relies on this false siren, what are the risks?
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/15/10
You won’t believe some of the articles that appeared this week – and supposedly high end publications!
How the ERISA Fiduciary Can Avoid the 3rd Deadly Sin – Bond Insecurity
Bond investing is not for the faint-hearted. Because of the myriad ways one can use – and misuse – bonds, buying them represents one of the most important caveat emptor scenarios in the world of investing.
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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.


