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Tag "Ilene Davis"

Do State-Run Retirement Plans Breach Fiduciary Duty?

    Do State-Run Retirement Plans Breach Fiduciary Duty?

Exempting government officials from the same fiduciary standards imposed on private providers places retirement savers at undo risk.

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Retirement Advisers Speak Out on Next President: Trump Trumps Fiduciary Rule

    Retirement Advisers Speak Out on Next President: Trump Trumps Fiduciary Rule

The world of finance is unforgiving. You can’t sweet talk your way out of a bad decision and, quite often, a blunt demeanor can get a job done more effectively and efficiently than the soft ambiguity of diplomatic language.

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Fiduciary Advice: 5 Critical Behaviors to STOP Within 5 Years of Retirement

    Fiduciary Advice: 5 Critical Behaviors to STOP Within 5 Years of Retirement

It’s never too late to get ready for retirement, even if you think it’s too late.

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The Three Biggest Mistakes Retirement Savers Make During Down Markets

    The Three Biggest Mistakes Retirement Savers Make During Down Markets

It is critically important that retirement savers make a long-term game plan for their savings and investing strategy.

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The Five Killer Concepts that Most Confuse Retirement Savers

    The Five Killer Concepts that Most Confuse Retirement Savers

Each of these is dripping with overtones from the lessons of behavioral finance.

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“Excessive” 401k Fees Often in the Eye of the Fund Holder

    “Excessive” 401k Fees Often in the Eye of the Fund Holder

Absent any objective definition of ‘excessive’ and ‘reasonable,’ does the Conflict-of-Interest Rule have any real meaning, or is it merely another potentially lucrative cash-flow stream for class action attorneys courtesy of your friendly neighborhood government regulator?

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Retirement Saving: How Responsible is the 401k Fiduciary?

Welcome to the new three-legged stool: Employee, Employer, Government

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Are Pensions Merely Ponzi Schemes?

…or are they worse than Ponzi Schemes? And why would anyone think the government can run a retirement plan in the first place?

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The Golden Goose Lays an Egg: Fiduciary Issues with Public Pensions

Would the DOL allow a private plan sponsor to use retirement funds for his own personal benefit?

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The Rise and Fall of the American Pension

Once the mainstay of corporate benefits, it has calcified into a boulder-like burden dangling from a noose around the neck of its company sponsor.

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