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Tag "DOL"

Here’s Why A Good Fiduciary Is Not Always 100% Invested In Equities

    Here’s Why A Good Fiduciary Is Not Always 100% Invested In Equities

While some may consider this heresy, the best option for a fiduciary managing a portfolio is to include a consistent percentage of assets outside the equity markets and in assets that preserve capital.

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DOL Updates Fiduciary Rule Guidelines – What Changed?

    DOL Updates Fiduciary Rule Guidelines – What Changed?

Although the Rule appears to be directed primarily at service providers, plan sponsors still have a fiduciary duty to monitor plan compliance, and that includes complying with the demands of this new rule.

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Why Is There No Consensus On What ‘ESG’ Means?

    Why Is There No Consensus On What ‘ESG’ Means?

It is the world we inhabit right now. Your company is good for the world because you say so. And no one can legitimately argue with your feelings.

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Fiduciary Fear And Loathing In The World Of ERISA

    Fiduciary Fear And Loathing In The World Of ERISA

Thoughtleaders with the veteran experience to sift through the noise and separate the wheat of solid trends from the chaff of tiresome fads. Accurately discerning between the two can mean the difference between long-term sustainability and irretrievably sunk costs.

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Exclusive Interview: Terrance Power Says 401k PEPs Showing “Upmarket Surprise”

    Exclusive Interview: Terrance Power Says 401k PEPs Showing “Upmarket Surprise”

In the coming ascendency of 401k PEPs, here’s what might surprise you, and here’s what might disappoint you.

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Questions 401k Plan Sponsors Are Too Busy To Ask

    Questions 401k Plan Sponsors Are Too Busy To Ask

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

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The DOL’s New Back To The Future “ESG” (a.k.a. “Fiduciary”) Rule

    The DOL’s New Back To The Future “ESG” (a.k.a. “Fiduciary”) Rule

This has long been demanded of fiduciaries. Nearly two centuries ago in Harvard College v. Amory, the Massachusetts court promulgated what has become known as the “prudent man rule.”

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Why Are We Seeing So Little Being Written About 401k Fees Now?

    Why Are We Seeing So Little Being Written About 401k Fees Now?

Today, the understanding of conflict-of-interest fees goes well beyond plan sponsors. Individual investors also understand how they can act as a better fiduciary for their own personal investments.

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5 401k Participant Savings Strategies That Are More Effective Than Projected Income Disclosure

    5 401k Participant Savings Strategies That Are More Effective Than Projected Income Disclosure

All these strategies can be employed today and have proven themselves effective. It’s unclear that disclosing projected retirement income will provide the kind of incentive that will work.

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To Vote Or Not To Vote, That Is The Proxy Question For The Retirement Plan Fiduciary

    To Vote Or Not To Vote, That Is The Proxy Question For The Retirement Plan Fiduciary

If a fiduciary must vote proxies, following the DOL’s guidance may represent the most practical alternative.

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