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Tag "ERISA"

Does The New Fiduciary Rule Really ‘Level The Playing Field’?

    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?

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The Impact Of New Fiduciary Rule On 401k Plan Sponsors

    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.

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5 Major Advantages 401k Plans Have Over Pension Plans

    5 Major Advantages 401k Plans Have Over Pension Plans

For all the rose-colored eyes that have a created a legend flawless certitude concerning memories of a time that never existed, pension plans simply can’t measure up to 401k plans.

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The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

    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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Does The American Airlines ESG Fiduciary Case Suggest The End Of Active Management?

    Does The American Airlines ESG Fiduciary Case Suggest The End Of Active Management?

Since actively managed funds have lagged index funds, does this case put their continued use in ERISA plans at risk?

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Should The American Airlines ESG Fiduciary Case Be Dismissed?

    Should The American Airlines ESG Fiduciary Case Be Dismissed?

On the face of it, American Airlines seemed to follow its documented process. So, what did the company do wrong?

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401k Plan Sponsors Must Be Wary Of Fiduciary Liability Associated With Bitcoin ETFs

    401k Plan Sponsors Must Be Wary Of Fiduciary Liability Associated With Bitcoin ETFs

Plan sponsors need to think about it in these terms: Does it make sense to have a pork-belly ETF on a 401k investment menu? How about orange futures?

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What’s The ‘Over/Under’ On The DOL’s New Fiduciary Rule?

    What’s The ‘Over/Under’ On The DOL’s New Fiduciary Rule?

Between the IRA Rollover matter and the redefinition of “regular services,” there is no shortage of ways to chip away at the new Rule. What might be one way we can expect to see the industry attack the Rule in front of a judge?

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What 401k Plan Sponsors Should Do About ‘Lost’ Participants

    What 401k Plan Sponsors Should Do About ‘Lost’ Participants

The DOL’s guidance on missing plan participants appears just as effective as its week 2012 Mutual Fund Fee Disclosure Rule. Yes, it’s there, but it has no viability. Still, that doesn’t mean 401k plan sponsors can ignore the issue, even if they have not lost participants.

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