Fiduciary News

Photo by Yan Krukau: https://www.pexels.com/photo/men-and-women-sitting-at-table-with-documents-7691730/Photo by nvision88 on Freeimages.comImage by Andrew Martin from PixabayPhoto by Chicago Cameraslinger on UnsplashPhoto by Photo Boards on UnsplashPhoto by Trường Trung Cấp Kinh Tế Du Lịch Thành Phố Hồ Chí Minh CET on Unsplash
Hosting an industry conference? Ask us about including it in this ticker.

Tag "Roger Wohlner"

Why I’m Thankful for the 401k

    Why I’m Thankful for the 401k

I’m old enough to remember a world before the 401k. So distant was this anomaly in the tax code, that I, like nearly everyone else, was unaware of its existence, let alone its significance when it was formulated in 1978. What makes this more ironic was that it was my Congressman, Barber Conable, that led the way.

0 comment Read Full Article

Exclusive Interview with Roger Wohlner

    Exclusive Interview with Roger Wohlner

Popular financial blogger offers thoughts on issues important to financial professionals.

0 comment Read Full Article

Wall Street’s Whipping Boy and a World Without a Fiduciary Standard

Ron Rhoades explains how and why we lost the fiduciary standard and why that might be a good thing for bona fide fiduciaries.

1 comment Read Full Article

Exclusive Interview with Roger Wohlner: On Annuities, Target Date Funds and the Fiduciary Standard

“Studies have shown that the largest factor in determining the success level of retirement savers is their level of savings.”

0 comment Read Full Article

Exclusive Interview: Frontline Producer Explains Controversial 401k Documentary – The Ugly

In choosing ratings points over debate points, Smith sacrificed the logic of the straight-forward for the pyrotechnics of a religious argument, and, in doing so, lost credibility with that portion of his audience that knew better.

2 comments Read Full Article

Exclusive Interview: Frontline Producer Explains Controversial 401k Documentary – The Bad

In that drive for ratings points, producers often – willingly or unwillingly – must make a pact with the devil.

4 comments Read Full Article

Exclusive Interview: Frontline Producer Explains Controversial 401k Documentary – The Good

If they only stayed on the straight and narrow path, they would have proved their point.

5 comments Read Full Article

401k Fee Disclosure: What 6 Months Tells Us

A warning is not the same as protection.

6 comments Read Full Article

How Do 401k Annuity Options Increase Plan Sponsor Fiduciary Liability?

Will 401k plan sponsors find themselves in the same sorry position as the unfortunate bartender who served one too many drinks?

4 comments Read Full Article

401k Plan Sponsor Concern: Target Date Funds Still Broke

What the stress test of Q3 2011 tells us about what the Target Date Fund industry learned from 2008 – and what it didn’t.

2 comments Read Full Article

FiduciaryNews.com is sponsored by…

Vote in our Poll

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.
Skip to content