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Fiduciary News

Enter The Thought Leader Express

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CommentaryDiscover a point of view you may not have seen but you always knew. There’s no limit to the topics here — expect anything from blunt opinion and provocative insights to breaking news.
- OpinionAnything from playful banter to biting satire to serious rhetorical considerations, come read and enjoy as we go beyond the headlines and into the meat of the issue.
- Trending TopicsA run down of top stories, blogs and web-site postings from the previous week – complete with links and the kind of snarky commentary you’ve come to know and love.
ComplianceWhether you’re an ERISA/401k fiduciary, an individual trustee or a professional fiduciary, you must comply with federal, state or self-regulatory agencies. The material in this section focuses on practical implementation.
MEP/PEPEverything you need to know about pooled 401k vehicles, from compliance to operations to marketing.
Conflicts of InterestAll fiduciaries – whether they deal solely with retirement plans, individual trusts or act in a professional category – have a duty to avoid self-dealing. This applies to your vendors, too. Learn how to sniff out hidden conflicts-of-interest, what circumstances might increase their likelihood and how to avoid them.
- FeesBetcha don’t know all the fees you’re paying – and we mean ALL the fees. Sometimes fees matter, sometimes they don’t. Here we reveal the latest on when fees count and where to find hard-to-find fees.
Due DiligenceHere you’ll find information covering all aspects of investments, from designing an appropriate investment policy statement, to selecting and monitoring professional advisers, to the significant of investment options and how “safe” choices can actually increase fiduciary liability.
EducationWhether you’re a fiduciary responsible for keeping up to date or one who wants to provide education to beneficiaries, this section provides easy to understand instruction and ideas to accomplish your task.
- InvestorsSelected Chapters from “What’s My Number?”
- Plan SponsorsImportant lessons for all ERISA plan sponsors.
InterviewsGreat insights from industry thought leaders.

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Joseph Syron posted an update in the group Must Read Blogs! 9 years, 1 month ago
Good morning, my name is Joe.
- Christopher Carosa, CTFA replied 9 years, 1 month ago
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