Prolific ERISA attorney shares his views on the DOL’s Fiduciary Rule and the direction the industry is headed in.
Tag "DOL"
“This uncertainty can be very challenging for plan sponsors. If I have to give some basic words of advice to plan sponsors, I simply say ‘stop and take a breath.’”
States muscle in on Fiduciary Rule, SEC (finally) goes after 12b-1 fees, and lessons from the correction.
Top-down retirement policy ideas, “What? I pay Fees?” and what we remember (and don’t) about market volatility
Government AWOL, Fiduciary Name Game continues, and should fees be determined by the marketplace or the courts?
“There is no practical difference between ‘adviser’ and ‘advisor’ in the eyes of the customer. Both suggest a level of relationship well beyond the standard of a brokerage relationship.”
Tax cuts and retirement, crossing the fiduciary streams, and the rise of the anti-indexers.
Practical discussions, wither “Fiduciary”? and understanding fees.
New thinking, delay of game, and moving (too far?) ahead.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/2/18
The Undiscovered Fiduciary, SEC goes on safari, and barber investing.