“We have reached a watershed moment for retirement planning and saving.”
Tag "ERISA"
HSA in fiduciary cross-hairs, fiduciary first thoughts, and a new investment hope.
Just because the new Rule won’t be enforced until January doesn’t mean retirement savers can’t take advantage of it. This does, however, require individuals become self-reliance and look out for their own good. But how is that any different for all other consumer decisions?
“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.”
Compliance craziness, Fiduciary Rule rising, and tossing MPT (and Indexing, too?).
The current environment abounds with many temptations that try to lure the unsuspecting fiduciary. Here are five very relevant examples.
It goes without saying there are risks when one plays politics with other peoples’ money. The depths of the ensuing fiduciary liability will only be tested when the tort bar brings the matter to court. Until then, fiduciaries may wish to proceed with caution.
State-run suspicions, the funny thing about fees, and investing’s good old days.
“As for as the pre-release discussion of the Trump tax plan, I would just ignore it. It’s short on details, which raises too many questions.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/30/17
The church rises as the state falls, fiduciary fireworks, and the coming investment civil war.