Who needs fee disclosure when you have Jerry Schlichter?
Tag "Ron Surz"
Like lemmings to the sea, retirement savers default to a controversial product.
“Advisers should be very scared of being implicated in the lawsuits that will happen.”
What the stress test of Q3 2011 tells us about what the Target Date Fund industry learned from 2008 – and what it didn’t.
It’s not like folks hid their Target Date Fund gripes. The question is: Was the DOL on target with its new disclosure rules?
It is this latter case that may expose the unsuspecting fiduciary to greater liability. ERISA plan sponsors interested in reducing their fiduciary liability must stay up-to-date on these developments.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/20/14
Fiduciary Facts, Fee Faux Pas and Ignorant Investing