SEC
What is a “Collective Investment Trust” and Does It Make Sense for a 401k Fiduciary to Use One?
Older than mutual funds, the dangers in them exposed by the crash of 1929 led to the creation of mutual funds. Can their modern descendants reclaim the mantle long held by mutual funds?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/27/15
Nationalizing retirement? Fudging Fiduciary? Revenue Shearing (no, that’s not a typo).
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/20/15
Regulators all in, the fall of 12b-1 fees and why do we keep talking about investments?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/13/15
Pension Ponzi redux, Fiduciary feud growing louder, and the sudden rediscovery of the evils of 12b-1 fees.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/6/15
Ponzi Public Pensions, Fiduciary Battles, and Fee Discord.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/20/15
Public pension SNAFU, fiduciary change of venue, and the revenge of the investor.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/13/15
Fiduciary fisticuffs, fee vengeance and why investments just don’t matter.
Are Target Date Funds a Ticking Time Bomb?
Like lemmings to the sea, retirement savers default to a controversial product.
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.