Why Bitcoin Drop Was Good and Why Cryptocurrency Just Might Become a Fiduciary Asset
15 months ago we wrote a blog entry asking if Bitcoin will ever be an asset that fiduciaries can recommend i.e. if it can grow out of a speculative mania...Read More
What is the Fiduciary Outlook for Financial Advisors in 2019?
While 2018 had the end of the DOL rule, it doesn’t mean that regulation for 401(k) plans and advisors has gone away. With the SEC’s rule incoming in 2019, and...Read More
What are the Best Ways to Avoid a 401K Fiduciary Lawsuit?
There are general guidelines provided by ERISA to follow by plan fiduciaries to avoid any unpleasant surprises in their practice when working with retirement plans. To successfully avoid any litigation...Read More
How Continuous is Continuous? Reasons Quarterly Review is Not Enough After Tibble vs Edison
As a fiduciary to an ERISA plan a few years ago you could have been forgiven to think that you are not responsible for decisions that were made long before...Read More
What Can You Do As a Retirement Plan Advisor to Help Plan Sponsors?
According to Fidelity’s most recent plan sponsor attitude’s survey, we know that 92% of plan sponsors do use a plan advisor. It’s also been shown time after time, that having...Read More
What Fiduciaries to a Retirement Plan Need to do for the Best Plan Design
Advisors who work with plan sponsors should always be focused on creating value when designing a retirement plan to benefit plan participants. The greatest benefit of having a retirement plan...Read More