DOL
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.
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.
Questions 401k Plan Sponsors Are Too Busy To Ask
Here’s something you don’t always see, but maybe you should.
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.”
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.
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.
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.
Should A 401k Fiduciary Treat ESG As An Asset Class, A Stock Valuation Factor, Or Neither?
ESG isn’t going away. There’s no way of telling if it’s a mood ring or a diamond ring. One thing is eminently clear: ESG is a product that people want right now. This complicates life for the retirement plan fiduciary.
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