Marcia Wagner
What Will the Fiduciary Standard Look Like in Five Years?
Still, if one has confidence the marketplace will drive the industry towards focusing on the best interests of clients, then a de facto fiduciary standard can emerge organically, without overt reliance on regulators.
Fiduciary Rule SNAFU: What Happened, What Happens Next, and Does It Really Matter?
In the final analysis, we may get the best of both worlds, a reduced regulatory compliance burden with a market that imposes the fiduciary standard.
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.
DOL Fiduciary Rule as Proposed May Not Stop Investor Losses as Claimed
The DOL is poised to endorse the continued use of the very fees it claims are costing retirement savers billions per year.
Obama Fires Fiduciary Starter Pistol to Mixed Reviews
When a reputed home run hitter with such a pronounced track record of striking out wants to join your team, what do you do?
“How-to” Guidelines to Follow When Creating 401k Plan Benchmarks
Just because something is measurable doesn’t mean it’s relevant.
Why Any Plan Sponsor Fiduciary Needs to Give HSAs Another Look
Long viewed as stand-alone and separate benefits, smarter plan sponsors are now viewing 401k/HSA combination as a single broad integrated solution.
Hit, Miss or Backfire? Controversial Ayres/Curtis 401k Fee Paper Claims Broad-Based Fiduciary Breach
Can a Swiss Cheese argument add any value to solving important issues that really exist?
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