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Tag "fiduciary"

Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 11/12/10

An expected study reveals ETFs may be more dangerous than originally thought – and the nearly trillion dollar industry tries to shoot holes in it. Meanwhile, are we taking a giant step backward in reforming 12b-1 fees and the fiduciary standard?

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Will 401k Plan Sponsors Wonder: Doth the 12b-1 Industry Protest Too Much?

Was a major financial professional organization covering up some important data in their comment letter to the SEC? Or is the industry’s 401k defense of 12b-1 fees much ado about nothing?

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 11/5/10

If you’ve come to Fiduciary News for the water, then this week’s trending topics is just for you. It starts with a whole list of bad investment ideas, includes the continuing dilemma of pensions and a fiduciary fight and ends with a future issue.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/29/10

If you give yourself some time to file an article you tend to be a little bit more thorough. It’s kinda like why “the fastest guns in the West” didn’t survive too long – they didn’t take the time to aim. This week’s news stories aimed well – and hit!

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/22/10

Just as we get the fallout from the new DOL fee disclosure rule, the DOL hits 401k Plan Sponsors with another whammy – a new definition of Fiduciary.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/15/10

You won’t believe some of the articles that appeared this week – and supposedly high end publications!

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How the ERISA Fiduciary Can Avoid the 3rd Deadly Sin – Bond Insecurity

Bond investing is not for the faint-hearted. Because of the myriad ways one can use – and misuse – bonds, buying them represents one of the most important caveat emptor scenarios in the world of investing.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/8/10

What does the Fiduciary Standard, upside down mutual fund conventional wisdom and dullard annuities all have in common?

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7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 3rd Deadly Sin – “Bond Insecurity”

Again, it comes down to a question of needs, costs and personal preferences. What’s more important: Avoiding bankruptcy and sharing control or increasing long-term profits and retaining control?

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/1/10

Out of The Fiduciary Forum comes a startling revelation – one that may change the way regulators regulate and the way fiduciaries seek to reduce their liability.

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