Jairo Gomez
What Will Replace “Fiduciary”?
Regulators (including the DOL) seem intent on splitting the baby in half by allowing two incompatible business models – one fiduciary with no self-dealing fees, the other non-fiduciary with conflict-of-interest fees – to coexist within the same market. Does this mean “fiduciary” has lost its inherent advantage?
What are 401k Plan Sponsors Interested in Most Right Now?
Here’s quick read with a surprise reveal. Can you find it?
Does “Fiduciary” Matter Anymore?
Was “fiduciary” done in by over-saturation? Or was it the victim of a super successful negative campaign? Or is there something missing in our analysis?
The Meat and Potatoes Topics of 401k Plan Sponsor Training: Fiduciary Education Curriculum (Part II)
If we liken the “5 Critical Topics” to the skeleton and sinew of a plan sponsor’s fiduciary obligation, the “meat and potatoes” topics can be described as its soft underbelly. It is within the routines of these topics that plan sponsors live most dangerously. What are these next two topics and why is it important plan sponsors to dig deep into them rather than simply “read the headlines”?
5 Critical Topics to Teach 401k Plan Sponsors: Fiduciary Education Curriculum (Part I)
These are fundamental in nature. They are necessary prerequisites for 401k plan sponsors to fully inculcate themselves with more complex topics.
What Plan Sponsors Must Do To Avoid Fiduciary Liability From These 3 Common Fee Blunders
Plan sponsors shouldn’t let these three common fee foibles expose them to unnecessary fiduciary liability.
How Can Fiduciaries Use New Tax Cuts to Nudge 401k and IRA Retirement Savers?
There’s a chance for savers to increase the odds they’ll retire in comfort thanks to the 2017 tax law. Here’s how, but the window of opportunity will close fast.
“How-to” Guidelines to Follow When Creating 401k Plan Benchmarks
Just because something is measurable doesn’t mean it’s relevant.
Community Links
Tags
Disclaimer
The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.