Viewing this content requires a Basic (Free) Membership or better. You are not currently logged in. If you have an account, you may login below, or use the “Log In”
Tag "prohibited transaction"
As long as the fiduciary ball remains in the Executive Branch’s court, it’s easy to predict what will happen. That doesn’t mean, however, that we won’t see some surprises coming from the Legislative Branch.
Thoughtleaders with the veteran experience to sift through the noise and separate the wheat of solid trends from the chaff of tiresome fads. Accurately discerning between the two can mean the difference between long-term sustainability and irretrievably sunk costs.
On the face of it, there appears to be little room for debate. Upon closer examination, however, the specifics of particular circumstances can muddle things up. Would you like to see what we mean by this? Here’s what you get when you ask the experts whether or not a fiduciary can ever legally engage in self-dealing.
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.
If maintaining fiduciary due diligence were easy, they wouldn’t publish a list like this.
An old case suddenly takes on more relevance as the DOL may have Plan Sponsors in their cross-hairs.
FiduciaryNews.com is sponsored by…
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/14/17
The real retirement crisis, dumbing down fiduciary, and solving wrong problems.