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What’s The ‘Over/Under’ On The DOL’s New Fiduciary Rule?
Between the IRA Rollover matter and the redefinition of “regular services,” there is no shortage of ways to chip away at the new Rule. What might be one way we can expect to see the industry attack the Rule in front of a judge?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/10/23
Social Security, the new Fiduciary Rule, and ignoring the elephant in Groucho’s pajamas.
Retirement Pros Sound Off On DOL’s New Fiduciary Rule
This broader definition of fiduciary may impose a potential hardship on a segment of the retirement industry that has been trying hard to gain a foothold in plan infrastructure.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/03/23
All about the DOL’s new Fiduciary Rule.
How Can 401k Plan Sponsors ‘Trick’ Employees Into Saving More For Retirement?
In the spirit of the season, one might even think of this as “tricking” employees to save. Plans sponsors are already using these tricks.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/27/23
More IRA troubles, anticipation, and the State of the State.
DOL Approves Citi’s ‘Diverse Asset Program’ for 401ks—What Could Go Wrong?
The DOL seems to use the same metric that it earlier employed in its statement on the Fiduciary Rule. Still, the Advisory Opinion is very precise in what it allows. Citi will have to tread carefully to not cross the line into the realm of fiduciary.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/20/23
Getting your money, waiting for what? and the great investing hoax.
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