FiduciaryNews

Tag "Annuity"

Exclusive Interview: Phyllis Borzi on the SECURE Act, Target Date Funds, and “Discredited Disclosure”

    Exclusive Interview: Phyllis Borzi on the SECURE Act, Target Date Funds, and “Discredited Disclosure”

“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”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/29/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/29/19

Compliance mixed bag, SEC BI DOA? and “Investments: The Sequel”

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Will 401k Plan Sponsors Fall for These Over-Hyped Topics?

    Will 401k Plan Sponsors Fall for These Over-Hyped Topics?

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.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/22/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/22/17

Pension problems, spaghetti regs, and the never ending battle between stocks and bonds.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/1/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/1/17

State pension implosion, a regulation without teeth, and the fee-value correlation.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/13/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/13/17

MyRA replay, Fiduciary FAQ, and Aiming for TDFs.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/16/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/16/16

Year end prep, Robo-Fiduciary? and opportunities/risks.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/9/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/9/16

Retirement policy crossroads, the long good bye of fiduciary, and functional redundancy.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/2/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/2/16

Millennial-Centric Retirement Policy, Fiduciary by any other name, and Why the latest Fiduciary Rule fee move shouldn’t surprise you.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/25/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/25/16

Retirement Policy Ideas, Grasping for Fiduciary Straws, and Redefining Fees.

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