Fiduciary News

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Tag "TDF"

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/3/12

This was the week we were all waiting for from the DOL. What we didn’t expect was the surprise from the IRS and the bipartisan agreement from two former SEC chairmen.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/27/12

The war for the fiduciary begins to shift arenas, we learn the downside of “low-cost” and all indications are the financial industry still hasn’t learned the root cause of the 2008 crisis.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/20/12

Focus this week on how to lower 401k plan sponsor liability and an early warning on the coming onslaught of poorly written mass media articles on 401k fees.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/13/12

More bad news for Target Date Fund fans and fans of the Fiduciary Standard, but DOL stands firm on Fee Disclosure Rule timing.

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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.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/9/11

The downsizing of the Fiduciary Standard, an Orwellian porcine view of fees and yet another search for the Holy Investment Option Grail.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 9/9/11

Will the fiduciary standard go down with Obama? Will they finally pay attention to the 401k Fee ticking time bomb? And, when will they ever learn?

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 9/3/10

From the Edsel of the mutual fund industry to the “do they really expect us to believe this” of the Fiduciary Standard war to a series of decisions in fiduciary lawsuits, discover the past weeks trending topics.

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Readers Select Top Fiduciary Stories of 2009: #8 The Fall of Target Date Funds

2009 exposed a much deeper problem with Target Date Funds. Pitched as the be-all-and-end-all to 401k investors, these funds fell flat on their collective face as 2008’s down market exposed them as more sizzle than steak. Washington might help, but a knee-jerk reaction to 2008 is not a good solution at all.

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