plan sponsor
What Plan Sponsors Must Do To Avoid Fiduciary Liability From These 3 Common Fee Blunders
Plan sponsors shouldn’t let these three common fee foibles expose them to unnecessary fiduciary liability.
Exclusive Interview: Phyllis Borzi says Original Fiduciary 5-Part Test Left Plan Sponsors “Holding the Bag”
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.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/20/18
SEC punts fiduciary, fees aren’t everything, and old time investing.
Exclusive Interview: Ary Rosenbaum says Scottrade Still on the Hook Despite 5th Circuit Ruling
Prolific ERISA attorney shares his views on the DOL’s Fiduciary Rule and the direction the industry is headed in.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/2/18
The Undiscovered Fiduciary, SEC goes on safari, and barber investing.
Exclusive Interview: David Levine: 401k Plan Sponsors Must Separate These Fiduciary Rule Facts from Fiction
“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.’”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/9/18
Top-down retirement policy ideas, “What? I pay Fees?” and what we remember (and don’t) about market volatility
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/15/17
Changes, SEC as cavalry, and the revenge of the Alts.
Community Links
Tags
Disclaimer
The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.










