ERISA
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/27/18
FutureWorld of Retirement, The Zombie Fiduciary, and Treating Social Security Like a Bond.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/20/18
Legislative Odds-Making, the True Cost of Low Fees, and When “Safe” Investing Isn’t Safe.
Ongoing Debate: When (If Ever) Can a Fiduciary Legally Engage in Self-Dealing?
On the face of it, there appears to be little room for debate. Upon closer examination, however, the specifics of particular circumstances can muddle things up. Would you like to see what we mean by this? Here’s what you get when you ask the experts whether or not a fiduciary can ever legally engage in self-dealing.
Yes, Separately Managed 401k Account Pose Risks to Plan Sponsors, But These Steps Can Reduce Their Fiduciary Liability
“As more employees find their 401k accounts growing to more than one million dollars, there will be a greater desire for employees to gain greater control over their own future. Plan sponsors should become more aware of the consequences of providing these kinds of options and how best to mitigate the liability risk associated with them.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/4/18
Fiduciary Scorecard: SEC down and DOL out; 12b-1 matters; and TDFs might not (in the way you think they do)
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/18
Lotta regulator noise, fiduciary fallout, and DOL comes clean on “social” investing.
The Greatest 401(k) Book Sequel Ever, by Ary Rosenbaum – Chapter 3
Ary Rosenbaum’s latest book tells the story of the modern retirement era through the lens of classic movie sequels, but it’s his own unique experiences that tell the real story. Here’s a taste.
Exclusive Interview: Ary Rosenbaum says Scottrade Still on the Hook Despite 5th Circuit Ruling
Prolific ERISA attorney shares his views on the DOL’s Fiduciary Rule and the direction the industry is headed in.
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