fiduciary
DOL Releases New Investment Advice Rule: More (or Less?) Trouble for the 401k Fiduciary
The question now on the mind of every 401k fiduciary: Will the DOL’s new rule increase my personal fiduciary liability?
5 Reasons Why a 401k Plan Fiduciary Should Reconsider Using ETFs
Sometimes something that appears too good to be true really is. Professionals have long known the potential pitfalls of ETFs. Only recently have these facts become more widely known. Don’t be surprised if, like a tube of toothpaste, squeezing one problem away only creates a bulge in a different problem.
Readers Select Top Fiduciary Stories of 2009: #7 The SEC’s Statement on 12b-1 fees
SEC’s Mary Shapiro: “When it comes to 12b-1 fees, there is a need for more fundamental change than mere disclosure reforms and a name change.” FiduciaryNews’ exploration of this hot potato reveals a surprising misconception.
BrightScope Talks About Its New 401k Fee Product.
A typical 401k plan fiduciary has no doubt read about this new product. Fiduciary News goes deeper to reveal answers to some of the more critical questions the astute fiduciary might have about BrightScope’s Personal Fee Report.
Readers Select Top Fiduciary Stories of 2009: #8 The Fall of Target Date Funds
2009 exposed a much deeper problem with Target Date Funds. Pitched as the be-all-and-end-all to 401k investors, these funds fell flat on their collective face as 2008’s down market exposed them as more sizzle than steak. Washington might help, but a knee-jerk reaction to 2008 is not a good solution at all.
Does the “Lost Decade” Signal the End of Passive Investing?
Awful returns suggest investors should have shunned equities during the century’s first decade. Or do they? A closer examination reveals a surprising conclusion, one that might upset the fastest growing segment of the financial industry.
Top Fiduciary Stories in 2009
The topsy-turvy 2009 provided some of the biggest fiduciary stories in years. Which do you think rates as the most important?
Inside the Numbers: Why Every 401k Fiduciary Must Read This Report
Brightscope Co-Founder Mike Alfred reveals a piece of good news for small 401k plans and makes a surprising comment on just how important a plan’s investment menu really is – or isn’t.
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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.