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Tag "fiduciary"

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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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 9/24/10

While pension problems trump annuity ideas and the fiduciary fracas festers, along comes the DOL to remind us they’re still in this game.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 9/17/10

Find out what big PR push a certain sector of the financial industry started this week. Here’s a hint: You can thank Washington.

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What Every 401k Fiduciary Should Know About Target Date Funds

While one might ask why it took this product 50 years to become popular, a better question might be why had the product failed to spark much interest during those decades.

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A Hidden Fiduciary Liability for Plan Sponsors: The Five Most Critical Problems with Target Date Funds

These vast unknowns inherent with Target Date Funds have perhaps created a new fiduciary liability where none previously existed.

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401k Plan Sponsor Lament: Are Target Date Funds the Edsel of the Mutual Fund Industry?

“I selected the Target Date Funds to reduce my fiduciary liability. Are you telling me this actually raises my fiduciary liability?” The panel merely looked at each other and laughed.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 9/10/10

What happened while you were taking Labor Day week off – whether to see the beach or to catch up on your busy workload?

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