Members Articles
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/8/21
Happy Columbus Day! Set sail for fiduciary lands far away as regulators threaten to rock the boat. But be careful or else you might fall off the edge!
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.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/1/21
Justice delayed, justice demanded, and justice delimited.
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?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/24/21
Compliance hodgepodge, faux fiduciary surprise, and the fee song remains the same.
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.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/17/21
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 important, […] Read Full Article
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.
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