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Tag "trust"

I 💖 Fiduciary

    I 💖 Fiduciary

All kidding aside, Valentine’s Day is more than cards, candy, and Cupid. It’s about renewing a vow to treat each other with the highest fiduciary standard.

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The Diminishing Returns Of Group Fiduciaries Forewarns Of The Dangers Of Government Retirement Solutions

    The Diminishing Returns Of Group Fiduciaries Forewarns Of The Dangers Of Government Retirement Solutions

This dilemma isn’t new. Trust officers have had to face it for generations. It’s called a “split-interest” trust. Multiply this split interest problem by the number of beneficiaries in a typical retirement plan and you can see how this conflict grows more complex.

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5 Examples of Self-Dealing Transactions that are Prohibited as a Result of Fiduciary Duty

    5 Examples of Self-Dealing Transactions that are Prohibited as a Result of Fiduciary Duty

While the fiduciary should be fairly compensated, the fiduciary is prohibited from engaging in activities that might increase that compensation to the detriment of the interests of the beneficiary. Such activities represent the definition of a self-dealing transactions. Here are some examples of self-dealing transactions that, if executed, will likely result in a fiduciary breach.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/11/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/11/17

Pensions falling, pushing back fiduciary goal posts, and investment Lorelei Signals.

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A Better Way to Help 401k Investors Choose Among Options

Before you even consider investment style, identify your time requirement.

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7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 1st Deadly Sin – “Income Matters”

What do Robin Hood, Income and Fiduciary Duty all have in common? And why should all 401k plan sponsors know this?

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