DOL
Summary of 2024: Navigating the Evolved Fiduciary Landscape for Retirement Plan Fiduciaries
2024 was a year of adaptation for retirement plan fiduciaries who navigated through regulatory changes, legal landscapes, and participant needs with a renewed focus on governance, liability management, and the holistic management of retirement plans.
What Bodes For The DOL & The SEC During Trump 2.0?
A lot may depend on who Trump selects to head up the DOL in his second term. If we start seeing familiar faces, that might indicate the department’s direction.
Exclusive Interview: Bob Veres Explores Fiduciary In New Ways
Honestly, I think most 401k plans are off-the-shelf items bought from the large asset management companies, purchased by executives who want to get rid of the vexing chore of setting up a retirement plan that benefits the employees.
What Should 401k Plan Sponsors Do Now That The Fiduciary Rule Has Been Stayed?
The relative quickness of this one-two shot from the District Courts suggests an obvious flaw in the new Rule.
‘Fiduciary’ Is The Best Practice 401k Plan Sponsors Can No Longer Ignore
It’s too easy for plan sponsors to get lost in the weeds when dealing with plan minutia. Yes, “the buck stops here” reality can overwhelm many. Delegation is the key. It’s also the Achilles Heel. This is where the magic word emerges.
Does The New Fiduciary Rule Really ‘Level The Playing Field’?
For all the good intentions, however, what will happen when the rubber finally meets the road? Will the new DOL Fiduciary Rule really level the playing field?
The Impact Of New Fiduciary Rule On 401k Plan Sponsors
Here’s where the greatest controversy of the new Rule, as with its predecessors, comes to a head.
The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)
Herein lies the potential for a direct conflict of interest. This applies generally to all proxy voting in commingled portfolios.
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