ERISA
Will New DOL Rule Contain Fiduciary Surprise for 401k Recordkeepers?
While everyone’s talking about the potential impact the DOL’s proposed new Fiduciary Rule will have on IRAs and the brokerage industry, the greater impact may be on recordkeepers within the 401k industry.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/30/15
Welcome to FiduciaryNews Trending Topics. Each Monday, we’ll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks. If you smile when you read these entertaining snippets, well, that’s the idea. If you think we’re missing something […] Read Full Article
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/16/15
A spreading menace, investors don’t know fiduciary, and have index funds jumped the shark?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/11/15
Welcome to FiduciaryNews Trending Topics. Each Monday, we’ll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks. If you smile when you read these entertaining snippets, well, that’s the idea. If you think we’re missing something important, then […] Read Full Article
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/4/15
Camels, Clods, and Ostriches rule the week.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/28/15
Social Security turns 80, DOL messes up again, and will anyone ever get it right on mutual fund expense ratios?
Exclusive Interview: Congressman Tom Marino says “Young Working Americans Can Get Excited About” Child IRA
In this amazing interview, each answer could write its own headline!
When Must a Fiduciary Just Say “No” to a Client?
When it comes to being a fiduciary, the customer is, most assuredly, not always right.
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The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.