Fiduciary News

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Tag "plan sponsor"

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/16/13

Failing to learn from retirement plan history, fiduciary soap opera continues and making investment options messier.

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Should 401k Plan Sponsors Ban Risk Tolerance Questionnaires?

Exposed as misleading as early as 1999, should 401k plan sponsors continue to risk increasing their fiduciary liability by condoning their use?

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401k Fee Disclosure One Year Later: What We’ve Learned

The DOL’s new 401k Fee Disclosure Rule, while its effectiveness might be suspect, has empowered plan sponsors.

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The Retirement Saver’s Secret (as in “Under Appreciated”) Weapon

There’s the usual reason people say to save in tax-deferred retirement plans, then there’s this, much sexier, reason.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/5/13

Big Government = Big Mess; How it fails as a fiduciary; The Biggest Blockbuster Flop from the Summer of 2012 (no typo) and what Socrates can teach us about investment theory.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/14/13

Regulators regulating, advocates advocating and sacrificing sacred cows.

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How Plan Sponsors Can Restructure a 401k Investment Menu to Increase Participation

The secret to successfully using behavior finance is to understand it, like the typical 401k participant, has nothing to do with investment theory.

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Exclusive Interview with CFA’s Barbara Roper: Why a Fiduciary Standard Helps All Investors and 401k Plan Sponsors

America’s leading investor advocate explains why we need a fiduciary standard and why we should have never been having this debate in the first place!

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/17/13

Post IRS, can DC be trusted with Fiduciary? Meanwhile, pop culture tries to define Fiduciary as there appears to be something strange brewing in the markets.

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