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Tag "passive"

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/15/13

Washington gridlock may save the 401k, bad news for some fiduciaries and an academic shows a certain lack of field experience.

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A 401k Must Read: Mutual Fund Expense Ratio Myth Busted

This may rock the world of the unsuspecting. Fasten your seatbelts before proceeding.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/6/12

In a week that we featured Investment Due Diligence for 401k plans, a major court ruling shows what happened without such due diligence.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 7/29/11

As the lobbyists get their Congressional minions to put the heat up on the DOL, a recent spat of investment articles accidentally show the need for a true fiduciary standard.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 6/10/11

How many different ways can you mention “passive investing” in an article relating to 401k plans? It seems like reporters had a theme last week – and it showed up in the strangest of places.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 6/3/11

Just as a major brokerage firm begins to yield on its opposition to the fiduciary standard, the co-author of the bill compelling the SEC to look into it tells the regulator to lay off brokers. And that’s only the beginning. We’ve also see cracks in the cult of ETF (or is it indexing?).

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 5/27/11

It was a bad week for fans of pensions, ETFs and annuities. At least we had Babe Ruth to save us.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 4/22/11

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.

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Does New Study Seal the Deal for Fiduciary Standard – or Just Warn Plan Sponsors?

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…

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/1/10

Out of The Fiduciary Forum comes a startling revelation – one that may change the way regulators regulate and the way fiduciaries seek to reduce their liability.

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