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Tag "CIT"

Exclusive Interview: Jerry Schlichter Says 401k Plan Sponsors Should ‘Peel The Onion’ On Fees

    Exclusive Interview: Jerry Schlichter Says 401k Plan Sponsors Should ‘Peel The Onion’ On Fees

“Industry participants also argue that the rule transforms one-off transactions into fiduciary relationships in violation of the common law, but the common law of the states is divided on this, and there is a need for a federal standard regulating investment advice fiduciaries.”

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The Dirty Secret About Collective Investment Trusts They Don’t Tell You

    The Dirty Secret About Collective Investment Trusts They Don’t Tell You

CITs can only be offered within the confines of a trust relationship. That means the plan itself might be structurally different than one that has an investment menu limited to mutual funds.

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5 Key Due Diligence Differences Between Analyzing CIT Risks And Analyzing Mutual Fund Risks Every 401k Fiduciary Must Know

    5 Key Due Diligence Differences Between Analyzing CIT Risks And Analyzing Mutual Fund Risks Every 401k Fiduciary Must Know

Today, in reading some of the headlines, you’d think they’re greater than sliced bread. They may be. They may not be. Still, there are differences, and 401k plans sponsors would benefit from practicing the utmost in due diligence when determining if CITs are the right fit for their plan.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/14/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/14/19

SECURE, BI, and 3% fees!

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/16/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/16/18

Two opposing forces, what does “fiduciary” really mean, and, speaking of conflicts-of-interest.

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How a Fiduciary Answers the Individual Stocks vs. Mutual Fund Question

    How a Fiduciary Answers the Individual Stocks vs. Mutual Fund Question

If you’re a fiduciary and you haven’t ask this question, you might want to read this before you make your next decision.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/9/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/9/18

Top-down retirement policy ideas, “What? I pay Fees?” and what we remember (and don’t) about market volatility

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/15/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/15/17

Changes, SEC as cavalry, and the revenge of the Alts.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/27/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/27/17

Cap Cutting, Back Burners, and Eternal Truths

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/20/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/20/17

Fiduciary irony, fee disbelief, and investment deja vu.

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