fiduciary
I š Fiduciary
All kidding aside, Valentineās Day is more than cards, candy, and Cupid. Itās about renewing a vow to treat each other with the highest fiduciary standard.
401k Plan Sponsors Must Be Wary Of Fiduciary Liability Associated With Bitcoin ETFs
Plan sponsors need to think about it in these terms: Does it make sense to have a pork-belly ETF on a 401k investment menu? How about orange futures?
Plan Sponsor Worries About 401k To IRA Direct Transfers
The process of transferring assets is not without its own liabilities. The exact nature of the fiduciary risk depends on the nature of the transfer.
The Dirty Secret About Collective Investment Trusts They Donāt Tell You
CITs can only be offered within the confines of a trust relationship. That means the plan itself might be structurally different than one that has an investment menu limited to mutual funds.
How Can 401k Plan Sponsors āTrickā Employees Into Saving More For Retirement?
In the spirit of the season, one might even think of this as ātrickingā employees to save. Plans sponsors are already using these tricks.
DOL Approves Citiās āDiverse Asset Programā for 401ksāWhat Could Go Wrong?
The DOL seems to use the same metric that it earlier employed in its statement on the Fiduciary Rule. Still, the Advisory Opinion is very precise in what it allows. Citi will have to tread carefully to not cross the line into the realm of fiduciary.
How 401k Plan Sponsors Can Onboard New Hires To Encourage Retirement Savings
These service providers bring in expertise and can engage the worker directly. Once set in place, the plan sponsor can step aside and let the system run on its own.
Exclusive Interview: Sheryl Garrett Says We Arenāt Doing Enough To Mitigate Conflicts-Of-Interest
I donāt think the plan service providers should provide participant advice. Advice to participants should be provided by a non-related third-party fiduciary.
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