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Tag "socially responsible"

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/12/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/12/19

Tangled compliance, a broken fiduciary record, and irrational fees.

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4 Specific Examples When “Socially Responsible” Investing Does Not Breach One’s Fiduciary Duty

    4 Specific Examples When “Socially Responsible” Investing Does Not Breach One’s Fiduciary Duty

So-called “socially responsible” investing is not automatically incompatible with abiding by one’s fiduciary duty, however, the cases where it is acceptable are narrowly defined.

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5 Specific Examples when “Socially Responsible” Investing Crosses the Line and Breaches One’s Fiduciary Duty

    5 Specific Examples when “Socially Responsible” Investing Crosses the Line and Breaches One’s Fiduciary Duty

The current environment abounds with many temptations that try to lure the unsuspecting fiduciary. Here are five very relevant examples.

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When Does “Socially Responsible” Investing Violate Fiduciary Duty?

    When Does “Socially Responsible” Investing Violate Fiduciary Duty?

It goes without saying there are risks when one plays politics with other peoples’ money. The depths of the ensuing fiduciary liability will only be tested when the tort bar brings the matter to court. Until then, fiduciaries may wish to proceed with caution.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/2/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/2/15

Punting Pensions, Uncovering Hidden Fees, and Investing Concerns.

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