Phyllis Borzi
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/19/17
State-run suspicions, the funny thing about fees, and investing’s good old days.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/2/16
Millennial-Centric Retirement Policy, Fiduciary by any other name, and Why the latest Fiduciary Rule fee move shouldn’t surprise you.
Exclusive Interview with Phyllis C. Borzi: Independent “Business Decisions” May Lead Companies to Apply Fiduciary Standard Broadly
The DOL’s Assistant Secretary reveals how she and her staffed learned from initial attempts and why it led to a much stronger Conflict-of-Interest Rule.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/27/16
A Multi-Pronged Fiduciary Attack, “Small” no longer “safe,” and grappling with the inevitable.
New Fiduciary Rule: What the DOL Got Right, Came Close on, and Missed Entirely
Any regulation that requires 10 pages of explanation for every page of regulation is bound to have something good, something not-quite-good-enough, and something not-so-good.
Exclusive Interview (Part IV): Phil Chiricotti Sees MEPs as THE Fiduciary Solution for Small Plans
“Advisors who don’t assume a 3(38) or 3(21) fiduciary position are unlikely to have an investment role.”
Wall Street’s Whipping Boy and a World Without a Fiduciary Standard
Ron Rhoades explains how and why we lost the fiduciary standard and why that might be a good thing for bona fide fiduciaries.
Industry Thought-Leaders: 401k MEPs as Safe as Any Other 401k Plan
“MEPs are less susceptible thanks to their size and their often use of multiple providers.” “MEPs really are a great solution for employers, especially small employers.”
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