For that to work, however, it’s not enough to change the titles brokers use – to make them call their sales representatives “salespeople” and call their services “sales recommendations” – you’d also have to completely change the way they market themselves so that their marketing messages are consistent with their regulatory status.
Tag "DOL"
State pension implosion, a regulation without teeth, and the fee-value correlation.
Pensions falling, pushing back fiduciary goal posts, and investment Lorelei Signals.
401k rising, the Fiduciary Rule’s long goodbye, and a fee trend worth continuing.
Is there really a retirement crisis? A fiduciary can of worms? And what’s a reasonable fee?
The church rises as the state falls, fiduciary fireworks, and the coming investment civil war.
“We have reached a watershed moment for retirement planning and saving.”
HSA in fiduciary cross-hairs, fiduciary first thoughts, and a new investment hope.
“Hopefully,” says Reese, “this past year gave employers a better understanding of what they need to look out for to act as fiduciaries for their plan participants.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/3/17
401k Caps Survive, Fiduciary Time-Out, and the Stocks Shall Rise Again!