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Tag "ERISA"

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/9/12

The unfortunate truth behind why traditional pensions failed, why Bogle might be hurting the fiduciary cause and why fee disclosure hasn’t worked.

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The Fiduciary Issue and the Election

Will the Fiduciary Standard and the DOL’s new Fiduciary Rule become collateral damage in a Romney victory?

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Experts: 3 Common Investor Mistakes All Retail and 401k Investors Should Avoid

We can all learn from our own mistakes, but it’s a lot less costly to learn from the mistakes of others.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/19/12

Politics vs. Reality of Fiduciary, fee gibberish from the chattering classes and Woody Allen’s advice to 401k participants.

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The Easiest Way to Reduce Personal Fiduciary Liability for Plan Sponsors and Other Non-Professional Trustees

It’s the greatest cause of anxiety among plan sponsors, yet it’s so easy to address.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/5/12

Pensions running low, regulatory enforcement running high and a suggestion that would make Voltaire happy.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/14/12

An excellent example of why you should never get your 401k news from the mass media, Bogle bungles Fiduciary Standard last stand, DOL issues participant fee guidance and more.

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The Role and Responsibilities of the Individual Trustee

If this doesn’t scare you…

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/6/12

Fixing the pension fund hole, FINRA tries to make “suitability” more like “fiduciary” and a plethora of article on 401k fees (as if you didn’t have enough already).

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/15/12

When pensions go bad, the irony of fiduciary marketing, more fee bloodshed expected and the diminishing importance of investments.

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