The current environment abounds with many temptations that try to lure the unsuspecting fiduciary. Here are five very relevant examples.
Tag "ERISA"
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.
“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 Changing Retirement Landscape, Cheap Fiduciary Talk, and See, We Told You So!
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.
With the pain of the Target Date Fund 2008/09 market crash debacle still lingering in the mind, to best assess the potential fiduciary liability inherent in TDFs – no matter what safes harbors were promised by the PPA – it’s critical that 401k plan sponsors understand what’s good about them, what’s bad about them, and just why they’re so popular.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/19/17
State-run suspicions, the funny thing about fees, and investing’s good old days.