plan sponsor
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 4/22/11
Trending topics this week explores whether a popular investment product is a ticking time bomb or the Holy Grail of investing and connects the dots to lament over the apparent loss of a true fiduciary standard.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 4/1/11
In a week where the new Form ADV became official, we discovered it can increase fiduciary liability for 401k plan sponsors for the same reason it is supposed to help them. In the meantime, the fiduciary finger now points squarely at brokers alone, plus more news on pensions and Target Date Funds.
How Will New ADV Part 2 Help (or Hurt) 401k Plan Sponsors?
The SEC’s new Form ADV Part 2 makes it harder for 401k Plan Sponsors to feign ignorance when it comes to conflicts of interest.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 9/3/10
From the Edsel of the mutual fund industry to the “do they really expect us to believe this” of the Fiduciary Standard war to a series of decisions in fiduciary lawsuits, discover the past weeks trending topics.
DOL Releases New Investment Advice Rule: More (or Less?) Trouble for the 401k Fiduciary
The question now on the mind of every 401k fiduciary: Will the DOL’s new rule increase my personal fiduciary liability?
BrightScope Talks About Its New 401k Fee Product.
A typical 401k plan fiduciary has no doubt read about this new product. Fiduciary News goes deeper to reveal answers to some of the more critical questions the astute fiduciary might have about BrightScope’s Personal Fee Report.
Readers Select Top Fiduciary Stories of 2009: #8 The Fall of Target Date Funds
2009 exposed a much deeper problem with Target Date Funds. Pitched as the be-all-and-end-all to 401k investors, these funds fell flat on their collective face as 2008’s down market exposed them as more sizzle than steak. Washington might help, but a knee-jerk reaction to 2008 is not a good solution at all.
Top Fiduciary Stories in 2009
The topsy-turvy 2009 provided some of the biggest fiduciary stories in years. Which do you think rates as the most important?
Community Links
Tags
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.