Prolific ERISA attorney shares his views on the DOL’s Fiduciary Rule and the direction the industry is headed in.
Tag "plan sponsor"
The Undiscovered Fiduciary, SEC goes on safari, and barber investing.
“This uncertainty can be very challenging for plan sponsors. If I have to give some basic words of advice to plan sponsors, I simply say ‘stop and take a breath.’”
Top-down retirement policy ideas, “What? I pay Fees?” and what we remember (and don’t) about market volatility
Changes, SEC as cavalry, and the revenge of the Alts.
Never belittle the question or the person asking the question. These are sincere queries that represent commonly held beliefs. These beliefs live a Schrodinger Cat-like existence, being generally not quite true and not quite false. It’s critical, for the benefit of all retirement savers, that these questions be asked and that fiduciaries encourage their asking. This is the only way that allows the fiduciary to respond in the second noteworthy way: By using these questions to refute misconceptions and promote good retirement saving decision-making.
Celebrating a week of thankfulness, for bad news headlines, continuing interest in fees, and that ever open mind searching for the “coming (investment) thing.”
401k Caps Survive, Fiduciary Time-Out, and the Stocks Shall Rise Again!
Fiduciary irony, fee disbelief, and investment deja vu.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/20/18
SEC punts fiduciary, fees aren’t everything, and old time investing.