Fiduciary Duty
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?
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.
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!
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.
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.
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.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/21/11
The pendulum again swings in favor of the fiduciary standard as the DOL threatens to come after service providers regarding questionable fees. In the meantime, the battle between Modern Portfolio Theory and Behavioral-based solutions gets hotter.
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The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.


