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.
Tag "mutual fund"
Trending topics this week explores whether a popular investment product is a ticking time bomb or the Holy Grail of investing and connects the dots to lament over the apparent loss of a true fiduciary standard.
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?
For all the talk of the new definition of fiduciary and the fiduciary standard, an old favorite topic returned to trending this past week. Can you guess what it is? Here’s a hint: It impacts nearly every 401k and IRA investor.
This one paper almost accidentally seals the deal for the fiduciary standard, exposes the conflict-of-interest created by 12b-1 fees and, dare we say, touches the forbidden third rail of all investment research…
The question remains: Do the new DOL mutual fund reporting requirements merely add to the worries of 401k plan sponsors?
An otherwise quiet news week produces a flurry of stories on one single under-reported issue: coincidence or not?
Some surprises of shoddy reporting in what might normally be considered a quiet week. And some good reporting, too.
Join us in giving thanks to all the news that 401k plans generate. There’s a special gem this week – maybe a hint at how the SEC will rule on the fiduciary standard.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 4/29/11
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.