It’s been a week of reversals as popular conceptions regarding index funds and ETFs are challenged by a flurry of writers. At the same time, SEC officials try to backtrack Chairman Shapiro’s backtrack on 12b-1 fees.
Tag "index fund"
Fee disclosures will become the trending topic among 401k plan sponsors and fiduciaries. It will be tempting to overweight this parameter. But if your plan has an index fund or you’ve ever contemplated using index funds, this book contains one piece of data you absolutely must have.
Looks like reporters might be sensing they’ve written all they can about the fight for the fiduciary standard. And speaking of standards, guess what oldie but goodie pops up as trending this week?
Under the DOLâs proposed Investment Advice Rule, if a plan enters into a prohibited relationship with a vendor â or if an existing relationship now becomes prohibited â fiduciary liability rises. Can the 401k fiduciary afford to ignore these critical issues?
Sometimes something that appears too good to be true really is. Professionals have long known the potential pitfalls of ETFs. Only recently have these facts become more widely known. Donât be surprised if, like a tube of toothpaste, squeezing one problem away only creates a bulge in a different problem.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/11
This week features more bad news from Washington for fiduciary fans, the surprising return of the investment debate, the overly simplistic matter of fees and continued dour forebodings regarding pension plans.