Retirement policy retreads, the latest from the front lines of the fiduciary battle, and the WorryMeter and the markets.
Tag "fiduciary"
A fiduciary who only looks at the most recent reporting period stands to make an unfortunate – and potentially damaging – investment decision… and unnecessarily exposes himself and his company to a liability that can otherwise be easily avoided.
Worse, those held accountable for the potential damage of the flaw are not these detached organizations, but the professionals implicitly promoting the festering error – regular people ranging from bank trustees hired to guard the interests of beneficiaries to retirement plan sponsors and trustees responsible for protecting their employees.
401k past and future, fiduciary conflict, and true portfolios
One way to overcome this lack of purpose is to treat retirement itself as a mission… purpose all comes down to two words: “Get Involved.”
Silly public policy, the coming Fiduciary thing, and the return of classic investing headlines.
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?
Compliance Do-Overs, Fiduciary Momentum, and “Free” lunches.
Is the DOL’s Defunct Rule a Fiduciary Obi-Wan: More Powerful Dead Than Alive?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/30/18
Retirement policy retreads, fiduciary court headlines, and aligning required reporting requirements with investors’ behavior.