Fiduciary News

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Tag "Fiduciary Duty"

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/19/13

A fiduciary sea change? Remember Fees? Investors and The Magician’s Trick.

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Exclusive Interview with CFA’s Barbara Roper: Why a Fiduciary Standard Helps All Investors and 401k Plan Sponsors

America’s leading investor advocate explains why we need a fiduciary standard and why we should have never been having this debate in the first place!

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401k Plan Sponsors, Star Trek and Fiduciary Duty

    401k Plan Sponsors, <em>Star Trek</em> and Fiduciary Duty

Star Trek’s Fiduciary Rule: The needs of the many (or the client) outweigh the needs of the one (or the fiduciary).

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/26/13

PBS’ Frontline Retirement Gamble fallout, falling fees, and soon to be falling bonds prices.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/12/13

Do you really own your retirement money? Prohibit non-fiduciaries from using term “advisor”? More target date fund troubles?

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5 Fiduciary Facts the DOL Wants Every 401k Plan Sponsor to Know

If maintaining fiduciary due diligence were easy, they wouldn’t publish a list like this.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/1/13

Tax your retirement plan? 12b-1 fees don’t work? SEC opens Fiduciary Standard cost comment period? and more!

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/15/13

How to prepare for a DOL Audit, SEC on the brink? and solutions looking for a problem.

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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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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/3/12

This was the week we were all waiting for from the DOL. What we didn’t expect was the surprise from the IRS and the bipartisan agreement from two former SEC chairmen.

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