Terry Morgan
Do 401k Plan Sponsors Really Believe These Reasons To Hire A Professional Fiduciary?
Here’s the real conundrum faced by 401k plan sponsors: They realize they don’t have the expertise to administer the plan. So, what do they do? It’s only natural they do seek outside help for their retirement plan. The trouble is, not all third parties are created equal. But does the average plan sponsor know this?
The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)
Herein lies the potential for a direct conflict of interest. This applies generally to all proxy voting in commingled portfolios.
Should The American Airlines ESG Fiduciary Case Be Dismissed?
On the face of it, American Airlines seemed to follow its documented process. So, what did the company do wrong?
Plan Sponsor Worries About 401k To IRA Direct Transfers
The process of transferring assets is not without its own liabilities. The exact nature of the fiduciary risk depends on the nature of the transfer.
Is ESG Investing A Problem For Fiduciary Duty?
The Biden Rule, like the Trump Rule, does not encourage or discourage the use of ESG criteria when selecting investments. This allows fiduciaries to either adopt ESG principles or ignore them.
These Least Critical 401k Fiduciary Duties Might Surprise You
By far, there’s almost universal agreement that 401k fiduciaries should be less concerned about investment performance than you might have seen a generation ago. Why is this so?
401k Experts Believe These Are The Most Critical Fiduciary Priorities
Not only do you need to watch the place that holds all the money, you need to watch the pipeline that feeds the money there.
Final Fiduciary Thoughts For 2022 And What To Expect (Or Not) In 2023
. As we head towards our year-end hiatus, are you ready to take the dive into raw, unedited comments from those who serve or are served by the retirement industry?
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