Harmonization
Exclusive Interview: Luis Aguilar On SEC/DOL Harmonization And Continuing Fiduciary Confusion
“Perhaps the continued confusion can be expected given that the term ‘best interest’ is not defined in Reg BI and the word ‘fiduciary’ is not used in defining the new standard. It makes it harder to understand.”
Exclusive Interview: Ary Rosenbaum says Scottrade Still on the Hook Despite 5th Circuit Ruling
Prolific ERISA attorney shares his views on the DOL’s Fiduciary Rule and the direction the industry is headed in.
Exclusive Interview: David Levine: 401k Plan Sponsors Must Separate These Fiduciary Rule Facts from Fiction
“This uncertainty can be very challenging for plan sponsors. If I have to give some basic words of advice to plan sponsors, I simply say ‘stop and take a breath.’”
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.
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.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/31/12
Eastwooding 401k fee disclosure, the folly of fiduciary harmonization and “Why are we still talking about investments?”
Why the Fiduciary Standard Can’t Live in Harmony
Is the call for “harmonizing” the SEC and DOL versions of the fiduciary standard merely a ruse to thwart the entire effort?
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