Fiduciary Standard
Exclusive Interview (Part III): Phil Chiricotti Offers Surprising Comments on the Fiduciary Standard
“ERISA needs a statutory fix… or [we need] a DOL that employers can trust.”
Exclusive Interview (Part II): Phil Chiricotti says Lobbying to Replace 401k is “Lunacy”
“[S]kewed articles with sensational headlines have become the norm… 401k plans are the most successful savings vehicle in history.”
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/8/14
Why don’t retirement policy makers get it? The advent of “Fiduciary 2.0”? and Why all the sudden questions about investment orthodoxy?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/1/14
Form 5500 facts, fiduciary friends fight foes and Investment foibles.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/25/14
It’s Washington vs. Main Street regarding the best for retirement plans, and it’s Wall Street vs. Main Street regarding the best for retirement investors.
Exclusive Interview: Harold Evensky says Robo-Advisors “Roadmap to a Rocky Future”
The Dean of the financial service industry speaks out on robo-advisors, consumer confusion, and the “You” test.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/18/14
Pity the poor public pensions, what if we already have a fiduciary standard and the investor herd mentality.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/4/14
Government workers ignore math, fee mongers misuse math and savvy salesmen abuse math.
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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.

