Fiduciary News

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Tag "fiduciary"

Should 401k Plan Sponsors Ban Risk Tolerance Questionnaires?

Exposed as misleading as early as 1999, should 401k plan sponsors continue to risk increasing their fiduciary liability by condoning their use?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/9/13

Why government can’t solve retirement/investing problems, false fee fallout and bonds start bursting.

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Exclusive Interview with Tamar Frankel: DOL Should Return to ERISA’s Original Definition of Fiduciary

The DOL changed the original ERISA definition of Fiduciary to exempt marginal players. Those players are no longer marginal.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/19/13

A fiduciary sea change? Remember Fees? Investors and The Magician’s Trick.

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401k Fee Disclosure One Year Later: What We’ve Learned

The DOL’s new 401k Fee Disclosure Rule, while its effectiveness might be suspect, has empowered plan sponsors.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/12/13

Senate aims to hurt retirement investors, dumbing fiduciary down and why annuities are bad.

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The Retirement Saver’s Secret (as in “Under Appreciated”) Weapon

There’s the usual reason people say to save in tax-deferred retirement plans, then there’s this, much sexier, reason.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/5/13

Big Government = Big Mess; How it fails as a fiduciary; The Biggest Blockbuster Flop from the Summer of 2012 (no typo) and what Socrates can teach us about investment theory.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/7/13

Would you trust the state with your 401k? Proof Fee Disclosure Failed and the Fiduciary battle rages on.

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Adding Categories: A Sample of a New and Improved 401k Investment Option Menu

How you can reduce choice without necessarily reducing choice.

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