For 8 years as Assistant Secretary of EBSA, Phyllis Borzi fought vigorously to protect plan sponsors and retirement savers under the uniform fiduciary umbrella. Here, she answers questions about the past, present and future of the Fiduciary Rule.
Tag "401k"
Lotta regulator noise, fiduciary fallout, and DOL comes clean on “social” investing.
One of the nation’s top ERISA attorneys tells us even if the Fiduciary Duty is dead, it’s not. The only question is which part will remain alive and which part with wither on the vine. Fred Reish has an idea, and he tells us here.
If you own a business, waiting until the last minute to reduce taxes limits your options. You still have some, though. Here they are.
Ary Rosenbaum’s latest book tells the story of the modern retirement era through the lens of classic movie sequels, but it’s his own unique experiences that tell the real story. Here’s a taste.
Prolific ERISA attorney shares his views on the DOL’s Fiduciary Rule and the direction the industry is headed in.
The Undiscovered Fiduciary, SEC goes on safari, and barber investing.
Two fiduciary wrongs, a new kind of fee conflict, and crypto-mania’s comeuppance.
“This uncertainty can be very challenging for plan sponsors. If I have to give some basic words of advice to plan sponsors, I simply say ‘stop and take a breath.’”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/4/18
Fiduciary Scorecard: SEC down and DOL out; 12b-1 matters; and TDFs might not (in the way you think they do)