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Archive

Supreme Court Plays Solomon with 401k Fiduciaries on Mutual Fund Fees

Most interesting, though, may loom the warning of Justice Alito: When is comes to fiduciary duty, disclosure isn’t enough. One wonders if the DOL is listening.

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2008 Market Meltdown: Are We Headed for a Repeat?

At one point within two days of a total meltdown, our financial markets appear to have recovered. Can we now say with certainty what went wrong? Will misguided “solutions” only place our markets are risk once more?

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CITs in 401ks: The Good, the Bad and the Ugly

As usual, be careful about elixirs marketed as cure-alls. Personally involved in creating CITs in the early 1990s specifically to market to 401k plans, I’ll share my experiences with you here.

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Readers Select Top Fiduciary Stories of 2009: #4 Caterpillar Settlement

$16.5 million is a large price to pay for disclosure and due diligence a plan fiduciary can simply and consistently address. This may be the easiest action a 401k plan fiduciary to take to prevent the camel from sticking his nose under the tent.

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