ERISA
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/28/14
Gov pulls an Urkel, fees falling in the forest and basic investment questions.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/7/14
IRA Rollover Worries, 401k fee misfire and ODing on indexing.
New Research Suggests Why It’s Hard to Sell Annuities to ERISA Plan Participants
A forthcoming paper gives some hints on how to make annuities more appealing.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/7/14
DOL gets tough, Fiduciary Gridlock a blessing? and Good Investment advice.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/24/14
DOL aims its sites, is the brokerage model going extinct? and the problems with bonds
Exclusive Interview with Investor Advocate Kathleen McBride: SIFMA Seeks to Protect Business Model Where Client Serves Broker, Not the Fiduciary Model Where the Broker Protects the Client
“There’s a relatively simple solution to this. Eliminate the broker-dealer exemptions and the ERISA exceptions.”
Compliance Headaches Coming for 401k Plan Sponsors Due to New Fiduciary Regs in 2014?
What might surprise you the most is how easily the industry will adapt to the new fiduciary guidelines.
Exclusive Interview: Omnipresent Marcia Wagner on All Things ERISA
“I see the greatest exposure in not being clear as to what the fees are and what they are for.”
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