Fiduciary News

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Tag "fiduciary"

Which Fiduciary “Cost” Matters Most: The Broker’s or the Retirement Investor’s?

Both sides of the fiduciary debate suggest their view reduces retirement investor costs. They can’t both be right. Luckily, the marketplace offers a real testing ground, leaving only one question: Who does the DOL protect – the industry or the investor?

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 8/5/11

As economic news overshadows regulatory news, questions arise if the same political malaise eroding markets will soon also infect any possibility of moving forward with leveling the playing field on the regulatory front.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 7/29/11

As the lobbyists get their Congressional minions to put the heat up on the DOL, a recent spat of investment articles accidentally show the need for a true fiduciary standard.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 7/08/11

You’d never guess what editors come up with on a short holiday week.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 7/01/11

It’s a tale of two regulators. One wants to play politics while the other wants to accomplish something. Meanwhile, ETFs continue to get mixed reviews.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 6/3/11

Just as a major brokerage firm begins to yield on its opposition to the fiduciary standard, the co-author of the bill compelling the SEC to look into it tells the regulator to lay off brokers. And that’s only the beginning. We’ve also see cracks in the cult of ETF (or is it indexing?).

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 5/27/11

It was a bad week for fans of pensions, ETFs and annuities. At least we had Babe Ruth to save us.

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The Best Way 401k Plan Sponsors can Offer Total Return Options

Data here reveals the amazing truth about the success of total return investing. So, what’s a plan sponsor to do?

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Is Investing for Income the Only Option the 401k Plan Sponsor can Offer Employees Seeking to Meet Certain Financial Objectives?

Why do two popular 401k options encourage investors to invest for income when most fiduciaries know (or show know) of the dangers of doing so?

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How the Fiduciary Discovered What’s Wrong With Emphasizing Income

For more than a century, fiduciaries followed the principles set forth in an 1830 court ruling. Two events in 1969 forever changed the landscape.

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