The current environment abounds with many temptations that try to lure the unsuspecting fiduciary. Here are five very relevant examples.
Tag "ERISA"

“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.”

The retirement world will change, whether the industry wants it to or not. One thing is for sure, though, “financial literacy efforts, while effective for such matters as personal budgeting and proper use of credit, can’t overcome the huge knowledge gap that exists between individual investors and those who stand ready to prey upon them.”

MEPs advance, the “New” Fiduciary and Caveat Emptor Investors!

Gov FUBAR, a new Fiduciary battlefield, and imagine a world without 12b-1 or revenue sharing fees…

Evolving Retirement Savings vehicles, Beware the Fiduciary Paper Tiger, and The Magician’s (Fee) Secret.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/26/17
Compliance craziness, Fiduciary Rule rising, and tossing MPT (and Indexing, too?).