For 8 years as Assistant Secretary of EBSA, Phyllis Borzi fought vigorously to protect plan sponsors and retirement savers under the uniform fiduciary umbrella. Here, she answers questions about the past, present and future of the Fiduciary Rule.
Tag "IRA"
Fiduciary Scorecard: SEC down and DOL out; 12b-1 matters; and TDFs might not (in the way you think they do)
Lotta regulator noise, fiduciary fallout, and DOL comes clean on “social” investing.
If you own a business, waiting until the last minute to reduce taxes limits your options. You still have some, though. Here they are.
The Undiscovered Fiduciary, SEC goes on safari, and barber investing.
Two fiduciary wrongs, a new kind of fee conflict, and crypto-mania’s comeuppance.
“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.’”
If you are an active member of the gig economy, you don’t need to wait for Congress to act to start saving for retirement. You can begin saving right now. And, depending on your specific situation, you may just be able to save faster than you think.
Top-down retirement policy ideas, “What? I pay Fees?” and what we remember (and don’t) about market volatility
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/6/18
Be wary of these regulatory plugs, marketing buzz, and investment fads.