State-run wrongs, advice vs. sales, and the consequences of fee compression.
Tag "fiduciary"
The GOT system offers a viable and practical alternative to relying on outdated MPT tools. Although still widely in use, MPT-based calculators and analyzers can sometimes lead retirement savers to make decisions that aren’t in their best interest. That statement alone should trigger concerns from the mindful fiduciary.
So one wants his epitaph to read “Here lies John Doe. He beat the S&P 500.” There needs to be an easy-to-understand and easy-to-implement system that properly reflects both your goals and the consequences of failing to meet those goals. Retirement savers want and need a system that represents a better way to set and meet retirement goals.
Is there really a retirement crisis? A fiduciary can of worms? And what’s a reasonable fee?
HSA in fiduciary cross-hairs, fiduciary first thoughts, and a new investment hope.
The Changing Retirement Landscape, Cheap Fiduciary Talk, and See, We Told You So!
It’s often difficult for those not immersed in the everyday concerns of retirement saving to know what to ask (let alone how to interpret the answers). It’s up to plan sponsors and the service providers they employ to guide plan participants along the proper route.
Evolving Retirement Savings vehicles, Beware the Fiduciary Paper Tiger, and The Magician’s (Fee) Secret.
State-run backlash, fiduciaries on a pinhead, and still misunderstanding fees.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/29/17
Compliance test, plan sponsor fiduciary awareness, and the similarity between Paul McCartney’s grandfather and the future of mutual funds.