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Tag "Citi"

DOL Approves Citi’s ‘Diverse Asset Program’ for 401ks—What Could Go Wrong?

    DOL Approves Citi’s ‘Diverse Asset Program’ for 401ks—What Could Go Wrong?

The DOL seems to use the same metric that it earlier employed in its statement on the Fiduciary Rule. Still, the Advisory Opinion is very precise in what it allows. Citi will have to tread carefully to not cross the line into the realm of fiduciary.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/1/15

Government retirement plan takeover progressing in drips, an interesting fee conundrum and fiduciary fisticuffs.

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