RetirementCare coming soon? Fee Policy Statement coming soon? Behavioral smacks MPT.
Tag "ERISA"
A forthcoming paper gives some hints on how to make annuities more appealing.
“There’s a relatively simple solution to this. Eliminate the broker-dealer exemptions and the ERISA exceptions.”
What might surprise you the most is how easily the industry will adapt to the new fiduciary guidelines.
“I see the greatest exposure in not being clear as to what the fees are and what they are for.”
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/16/14
When Will Washington Ever Learn? Fees, Glorious Fees! and I Believe in Target Date.