Just as these changes come bearing down, so, too, does a need for greater hand holding. Pressures within the provider industry, however, appear to be reducing the number of available hands.
Tag "Annuity"

If the numbers don’t add up for annuities (or anything else, for that matter), where is the demand for these products coming from?

Why are there two kinds of Target Date Funds and why does that doom this particular group of people saving for retirement in their company’s 401k plan?

Here’s something you don’t always see, but maybe you should.

“That is one of the key weaknesses of the SEC’s Reg BI. It allows brokers to claim they are working in an investor’s best interest without being held to a legal duty of loyalty”

A good fiduciary needs to see through the hype and base decisions solely on matters of import. This isn’t as easy as it sounds. For one thing, hype, like humor, works because it’s based on truth. This mantle of credibility is just enough to lead the fiduciary astray.

State pension implosion, a regulation without teeth, and the fee-value correlation.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/29/19
Compliance mixed bag, SEC BI DOA? and “Investments: The Sequel”