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Tag "Fiduciary Duty"

The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

    The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

Herein lies the potential for a direct conflict of interest. This applies generally to all proxy voting in commingled portfolios.

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Exclusive Interview with Charles Field: Less Restrictive Open 401k MEPs Relieve Some Burdens for Smaller Employers

    Exclusive Interview with Charles Field: Less Restrictive Open 401k MEPs Relieve Some Burdens for Smaller Employers

“We have reached a watershed moment for retirement planning and saving.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/24/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/24/17

Looking worse for state-run plans, what will fill the fiduciary void, and income infatuation.

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A Brave New World for 401k Plans Sponsors without Conflict-of-Interest Fees

    A Brave New World for 401k Plans Sponsors without Conflict-of-Interest Fees

Without conflict-of-interest fees like 12b-1 fees and revenue sharing, the world becomes a lot simpler for 401k plan sponsors and a lot safer for plan participants.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/29/15

Ruining retirement, Tibble squabbling, and income innuendo.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/27/15

Nationalizing retirement? Fudging Fiduciary? Revenue Shearing (no, that’s not a typo).

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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.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/6/15

The politics of envy, fiduciary irony and “Investment choices? We don’t need no stink’ investment choices!”

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/30/15

Retirement policy Dark Horse, protesting the Fiduciary Rule too much and bond funds (and their ilk) have a license to kill retirement savings.

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“How-to” Guidelines to Follow When Creating 401k Plan Benchmarks

Just because something is measurable doesn’t mean it’s relevant.

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