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?
Tag "fiduciary"
Is the DOL’s Defunct Rule a Fiduciary Obi-Wan: More Powerful Dead Than Alive?
Dependency downers, keeping it simple, and here we go again…
We want to focus on the type of “nevers” that, in the heat of the moment or humdrum routine of everyday life, fiduciaries can find themselves slowly sliding down that slippery slope towards. In fact, if, as you read these, you catch yourself muttering something about “there’s always an exception,” then you’ve just discovered where that slippery slope lies.
These may not be the only rules, but they rank up there as among the most practical for fiduciaries and, in some cases, for any other professional.
FutureWorld of Retirement, The Zombie Fiduciary, and Treating Social Security Like a Bond.
Here’s the beginning of an operational definition of what it takes to be a good fiduciary (first of three installments).
On the face of it, there appears to be little room for debate. Upon closer examination, however, the specifics of particular circumstances can muddle things up. Would you like to see what we mean by this? Here’s what you get when you ask the experts whether or not a fiduciary can ever legally engage in self-dealing.
Would you rather have the nuts and bolts practical guide for what to ask or the theoretical questions that tend towards the philosophical? Most 401k plan sponsors are too busy for theory, that’s why they’ll prefer to focus on these questions.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/5/18
Compliance Do-Overs, Fiduciary Momentum, and “Free” lunches.