The conflicts-of-interest inherent in selecting proprietary funds are apparent. Less so are the criteria used to determine what a suitable process might be.
Tag "Form 5500"
Familiarity may breed contempt, but it also makes you sloppy. Do you know plan sponsors that have forgotten they need to address these matters?
When you’re not an expert in an important job that you need done, what do you do?
Celebrating a week of thankfulness, for bad news headlines, continuing interest in fees, and that ever open mind searching for the “coming (investment) thing.”
“Fiduciary” means “Forever,” you can’t take back “Forever” and risk takers/followers.
Retirement policy crossroads, the long good bye of fiduciary, and functional redundancy.
Dire prediction for Social Security, when it rains it pours (for fees), and two sides of the same investment coin.
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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/27/18
FutureWorld of Retirement, The Zombie Fiduciary, and Treating Social Security Like a Bond.