Deloitte’s annual survey produces two shockers: One explains why annuities aren’t as popular as the press makes them out to be, the other, well…
Tag "liability"
Are the purported lower fees of bundling real, or are they a figment of some marketing department’s imagination? Worse, are bundled services really a fiduciary trap?
Sign, sign, everywhere a sign. Here’s a study showing why segregation is a bad thing even when it comes to portfolio reporting.
The Fiduciary Standard is American as motherhood, apple pie and Quaker Oatmeal.
Unfortunately, 401k plan sponsors cannot serve two masters – the existing employees and the former employees. Here’s why.
How old is that 401k Investment Policy Statement? If it hasn’t been updated in a while, chances are it contains language that could get the Plan Sponsor in trouble. Here’s at least one thing you can look for.
If the consequences of choosing the wrong ERISA attorney can prove catastrophic, what are the most important criteria 401k plan sponsors should use when selecting an ERISA attorney?
Fee disclosures will become the trending topic among 401k plan sponsors and fiduciaries. It will be tempting to overweight this parameter. But if your plan has an index fund or you’ve ever contemplated using index funds, this book contains one piece of data you absolutely must have.
It might surprise you to discover the industry’s loudest complaints against the fiduciary standard might also be the strongest arguments for the fiduciary standard.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 7/01/11
It’s a tale of two regulators. One wants to play politics while the other wants to accomplish something. Meanwhile, ETFs continue to get mixed reviews.