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Tag "fiduciary"

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/16/13

Failing to learn from retirement plan history, fiduciary soap opera continues and making investment options messier.

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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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