mutual fund
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/29/10
If you give yourself some time to file an article you tend to be a little bit more thorough. It’s kinda like why “the fastest guns in the West” didn’t survive too long – they didn’t take the time to aim. This week’s news stories aimed well – and hit!
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/15/10
You won’t believe some of the articles that appeared this week – and supposedly high end publications!
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/8/10
What does the Fiduciary Standard, upside down mutual fund conventional wisdom and dullard annuities all have in common?
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/1/10
Out of The Fiduciary Forum comes a startling revelation – one that may change the way regulators regulate and the way fiduciaries seek to reduce their liability.
401k Fees That Shouldn’t Matter
Should indirect fees matter? Academics may argue, but regulators will have the final say. Unfortunately, different definitions of fees only confound the ERISA fiduciary.
Supreme Court Plays Solomon with 401k Fiduciaries on Mutual Fund Fees
Most interesting, though, may loom the warning of Justice Alito: When is comes to fiduciary duty, disclosure isn’t enough. One wonders if the DOL is listening.
CITs in 401ks: The Good, the Bad and the Ugly
As usual, be careful about elixirs marketed as cure-alls. Personally involved in creating CITs in the early 1990s specifically to market to 401k plans, I’ll share my experiences with you here.
Is There a 401k Fee War Brewing?
Why wait until now to bring up the three-month old blog? The bigger question, however, remains, “How should a 401k fiduciary analyze mutual fund fees?”
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