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Tag "Fiduciary Rule"

The One Topic Every 401k Plan Sponsor Must Know Right Now: Fiduciary Education Curriculum (Part III)

    The One Topic Every 401k Plan Sponsor Must Know Right Now: Fiduciary Education Curriculum (Part III)

Most 401k plan sponsors will readily admit they are not experts when it comes to retirement plans. They understand they have a role in the process. They understand that role carries with it certain fiduciary obligations. They understand (and accept) that role also exposes them to liabilities. This article shows how prudent delegation can mitigate much of that fiduciary liability.

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Exclusive Interview: Blaine Aikin says DOL Fiduciary Rule’s “Lasting Impact Lives On”

    Exclusive Interview: Blaine Aikin says DOL Fiduciary Rule’s “Lasting Impact Lives On”

Here’s an inside look at what’s been making all those headlines the last few years, and maybe what might be making headlines in the next few years.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/8/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/8/19

The states go marching on, fee posse grows, and “Too Good to be True”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/23/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/23/18

Retirement policy retreads, the latest from the front lines of the fiduciary battle, and the WorryMeter and the markets.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/2/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/2/18

Second thoughts on the new MEP, a growing (fiduciary) consensus, and the return of a Halloween (fee) nightmare.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/26/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/26/18

MEP Fever and Carly Simon sings “Fiduciary” (to the tune of “Anticipation’).

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New Fiduciary Role: What Happens When the Retirement Honeymoon is Over?

    New Fiduciary Role: What Happens When the Retirement Honeymoon is Over?

The financial news media and the investment industry constantly bombards employees with reminders to save for environment. It’s probably the most recognized financial goal people have. Could it be, then, that society has built up such an aura around retirement that the anticipation exceeds the actual event?

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Exclusive Interview: Harold Evensky says DOL Fiduciary Opened “Good” Pandora’s Box

    Exclusive Interview: Harold Evensky says DOL Fiduciary Opened “Good” Pandora’s Box

“…the best efforts of those focused on product, not investors, are ultimately doomed to failure.”

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