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Tag "mutual fund"

The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

    The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

Herein lies the potential for a direct conflict of interest. This applies generally to all proxy voting in commingled portfolios.

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The Dirty Secret About Collective Investment Trusts They Donā€™t Tell You

    The Dirty Secret About Collective Investment Trusts They Donā€™t Tell You

CITs can only be offered within the confines of a trust relationship. That means the plan itself might be structurally different than one that has an investment menu limited to mutual funds.

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The 401kā€™s Past Is Not Its Future

    The 401kā€™s Past Is Not Its Future

The story arc of the 401k mimics that of software. Each release adds to and builds on features and benefits over and above those of previous releases.

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When It Comes To Fees, How Does A 401k Fiduciary Measure Value?

    When It Comes To Fees, How Does A 401k Fiduciary Measure Value?

Clearly, you wouldn’t pay more for 2 apples if you could get 3 for the same price, but would you pay more to get 2 oranges instead?

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Why Are We Seeing So Little Being Written About 401k Fees Now?

    Why Are We Seeing So Little Being Written About 401k Fees Now?

Today, the understanding of conflict-of-interest fees goes well beyond plan sponsors. Individual investors also understand how they can act as a better fiduciary for their own personal investments.

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The Hidden Danger of Over-Diversification: Why 401k Plan Sponsors Must Demand Fiduciary Advisers Teach Employees When Too Much is Too Much

    The Hidden Danger of Over-Diversification: Why 401k Plan Sponsors Must Demand Fiduciary Advisers Teach Employees When Too Much is Too Much

The bottom-line is employees may be setting themselves up not only for failure, but for a costly failure. This is why itā€™s vitally important for employees to understand more than just the simple objective and class of the mutual funds they own.

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The Fiduciary Duty to Investigate Conflicts-of-Interests with ā€œZeroā€ and ā€œNegativeā€ Fee Funds

    The Fiduciary Duty to Investigate Conflicts-of-Interests with ā€œZeroā€ and ā€œNegativeā€ Fee Funds

Whatever the future holds, we live in a present where there is no such thing as a free lunch; thus, the basic notion of caveat emptor continues to hold true.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/16/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/16/18

Two opposing forces, what does “fiduciary” really mean, and, speaking of conflicts-of-interest.

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How a Fiduciary Answers the Individual Stocks vs. Mutual Fund Question

    How a Fiduciary Answers the Individual Stocks vs. Mutual Fund Question

If you’re a fiduciary and you haven’t ask this question, you might want to read this before you make your next decision.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/4/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/4/18

Fiduciary Scorecard: SEC down and DOL out; 12b-1 matters; and TDFs might not (in the way you think they do)

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