Staying Committed to the DOL Fiduciary Rule
The fiduciary rule we all hear about reminds me of a roller coaster ride: first it seemed imminent after the regulation was initially created under the Obama administration, then President...Read More
Article Review: Rules Every Professional Fiduciary Must Follow
Being a fiduciary can be a deciding factor in the minds of many people who will be looking for the financial advisor since it would a sigh of relief to...Read More
What is the current biggest worry for Plan Sponsors?
With Fidelity’s newest Plan Sponsor Attitudes survey released, we have a lot of great new data to take a look at when it comes to plan sponsors and their 401k...Read More
Your 1 Minute Case Study On 401K Retirement Plans: Ultimate Plan Optimization
This week’s case study will focus on plan optimization from the 401kFiduciaryOptimizer database. As to be expected, northwestern parts of US which have a predominantly mountainous terrain and subsequently low...Read More
Fiduciary advisers should be weighing the risks and upsides of securities lending
Fidelity Investments is making 401(k) advisers’ lives a little more complicated. The Boston-based behemoth dropped some eye-popping news Wednesday: as of Friday, it will begin offering two index mutual funds with a price...Read More
Advice for plan sponsors on becoming better fiduciaries
Investment Fiduciaries typically have a close, ongoing relationship with their 401(k) plan. They consult plan participants and employers how to make better investments out of their retirement plan contributions and...Read More