Fiduciary News

Photo by Trường Trung Cấp Kinh Tế Du Lịch Thành Phố Hồ Chí Minh CET on UnsplashPhoto by Florida-Guidebook.com on Unsplash
Hosting an industry conference? Ask us about including it in this ticker.

Tag "top 10"

Did DOL Fiduciary Rule FAQ Just Fire Warning Shot at Target Date Fund/Index Fund Fees?

    Did DOL Fiduciary Rule FAQ Just Fire Warning Shot at Target Date Fund/Index Fund Fees?

How much effort does it really take for ongoing monitoring of an index fund or a target date fund? And does that justify the fees advisers typically charge? And is this why the DOL inserted that reference in Q5 of the Fiduciary FAQ?

2 comments Read Full Article

401k Fiduciary Alert: Regulators Targeting 12b-1 Fees, Is Revenue Sharing Far Behind?

    401k Fiduciary Alert: Regulators Targeting 12b-1 Fees, Is Revenue Sharing Far Behind?

Viewing this content requires a Basic (Free) Membership or better. You are not currently logged in. If you have an account, you may login below, or use the “Log In”

0 comment Read Full Article

QDIA Fiduciary Red Flags 401k Plan Sponsors Must Look Out For

    QDIA Fiduciary Red Flags 401k Plan Sponsors Must Look Out For

Do 401k plan sponsors know the fiduciary minefield they’re stepping into when they select a QDIA?

3 comments Read Full Article

The 9 Most Common Mistakes People make within 5 years of Retirement

    The 9 Most Common Mistakes People make within 5 years of Retirement

One of the greatest challenges for plan sponsors and all fiduciaries is to help retirement savers avoid these nine mistakes.

1 comment Read Full Article

Exclusive Interview with Terrance Power: 401k MEPs Reduce Downside Risk for Company Execs

    Exclusive Interview with Terrance Power: 401k MEPs Reduce Downside Risk for Company Execs

“There is no upside for an employer doing everything perfectly with their retirement plan. The downside risk, however, can be huge. It’s a risk that just isn’t worth the employer taking.”

0 comment Read Full Article

New Fiduciary Rule: What the DOL Got Right, Came Close on, and Missed Entirely

    New Fiduciary Rule: What the DOL Got Right, Came Close on, and Missed Entirely

Any regulation that requires 10 pages of explanation for every page of regulation is bound to have something good, something not-quite-good-enough, and something not-so-good.

0 comment Read Full Article

Retirement Plan Options for Small Business Owners

    Retirement Plan Options for Small Business Owners

“Small business owners really need to have a clear understanding of all the retirement plans… Finding the right strategy will help you grow your business and save for your retirement.”

0 comment Read Full Article

Will Increased 401k Fee Scrutiny Trump DOL’s New Fiduciary Rule?

    Will Increased 401k Fee Scrutiny Trump DOL’s New Fiduciary Rule?

Fee Disclosure and class-action suits have been the one-two punch that has spurred interest in greater 401k fee scrutiny.

5 comments Read Full Article

Fact or Fiction: Are Small to Mid-Sized Businesses Reluctant to Start 401k Plans?

    Fact or Fiction: Are Small to Mid-Sized Businesses Reluctant to Start 401k Plans?

Time constraints, compliance complexity, and costs impede the creation of 401k plans in smaller businesses.

0 comment Read Full Article

3 Rules for Retirement Savers During Falling Markets

    3 Rules for Retirement Savers During Falling Markets

Why disciplined retirement savers benefit from falling markets.

2 comments Read Full Article

FiduciaryNews.com is sponsored by…

Order Your From Cradle to Retirement book today!

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