Dependency downers, keeping it simple, and here we go again…
Tag "plan sponsor"
Legislative Odds-Making, the True Cost of Low Fees, and When “Safe” Investing Isn’t Safe.
“…anytime we are talking about disclosures, don’t make them like the lovely 404a notices. Make them simple and easy to understand. Otherwise you lose the whole point of the disclosure.”
Be wary of these regulatory plugs, marketing buzz, and investment fads.
Would you rather have the nuts and bolts practical guide for what to ask or the theoretical questions that tend towards the philosophical? Most 401k plan sponsors are too busy for theory, that’s why they’ll prefer to focus on these questions.
Plan sponsors shouldn’t let these three common fee foibles expose them to unnecessary fiduciary liability.
For 8 years as Assistant Secretary of EBSA, Phyllis Borzi fought vigorously to protect plan sponsors and retirement savers under the uniform fiduciary umbrella. Here, she answers questions about the past, present and future of the Fiduciary Rule.
SEC punts fiduciary, fees aren’t everything, and old time investing.
Prolific ERISA attorney shares his views on the DOL’s Fiduciary Rule and the direction the industry is headed in.
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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.