SEC
Market Rotation Presents Opportunity For Urgent Retirement Saver Education
This is an all too common problem,… It’s important right now for 401k plan sponsors to urge their service providers to educate employees about it.
To Vote Or Not To Vote, That Is The Proxy Question For The Retirement Plan Fiduciary
If a fiduciary must vote proxies, following the DOL’s guidance may represent the most practical alternative.
Exclusive Interview: Skip Schweiss Says Public Today “Much More Aware” of Need to Work With Fiduciary
“Surveys show about half of investors don’t know how much they’re paying for advice, and about one in six think they pay nothing.”
How Reg BI Changes the Fiduciary Landscape for the 401k Plan Sponsor
Just as summer changes into fall, Reg BI will change the way all participants – investors, service providers, and 401k plan sponsors – interact with each other. These are the changes we might expect.
Did Business Roundtable Just Break a Fiduciary Oath?
The prevailing consensus has been corporate executives work for their owners (i.e., shareholders). That all changed on August 19, 2019. What are the fiduciary implications?
What Will Replace “Fiduciary”?
Regulators (including the DOL) seem intent on splitting the baby in half by allowing two incompatible business models – one fiduciary with no self-dealing fees, the other non-fiduciary with conflict-of-interest fees – to coexist within the same market. Does this mean “fiduciary” has lost its inherent advantage?
Does “Fiduciary” Matter Anymore?
Was “fiduciary” done in by over-saturation? Or was it the victim of a super successful negative campaign? Or is there something missing in our analysis?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/14/19
SECURE, BI, and 3% fees!
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