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Tag "liability"

Is ESG Investing A Problem For Fiduciary Duty?

    Is ESG Investing A Problem For Fiduciary Duty?

The Biden Rule, like the Trump Rule, does not encourage or discourage the use of ESG criteria when selecting investments. This allows fiduciaries to either adopt ESG principles or ignore them.

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Can Cost Trump Your Fiduciary Duty?

    Can Cost Trump Your Fiduciary Duty?

If a fiduciary feels carrying out legal duties entails a high cost, there is an acceptable strategy for dealing with this, but the fiduciary must execute it before the client signs the contract.

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401k Plan Sponsor Fiduciary Fears Differ From Retirement Advisers Concerns

    401k Plan Sponsor Fiduciary Fears Differ From Retirement Advisers Concerns

Documentation, due diligence, and other formal compliance matters are critical to reducing the fiduciary liability of 401k plan sponsors. But ultimately, they are responsible for safeguarding the assets of plan participants.

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Will DOL’s New ESG Fiduciary Rule Change How 401k Plan Sponsors Pick Investments?

    Will DOL’s New ESG Fiduciary Rule Change How 401k Plan Sponsors Pick Investments?

Unlike previous definitions, this version takes a definitive step towards allowing plan sponsors to forgo traditional financial measures. Rather than relying on extensive academic studies, this new Rule represents a certain leap of faith.

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Crypto Craze Cracks, Raising Potential 401k Fiduciary Liability?

    Crypto Craze Cracks, Raising Potential 401k Fiduciary Liability?

Even without these extremes, this asset class brings with it a roller coaster experience, something many retirement savers won’t be able to stomach.

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Common 401k Plan Sponsor Mistakes That Are Easy To Fix

    Common 401k Plan Sponsor Mistakes That Are Easy To Fix

But this rookie mistake doesn’t bypass veteran plan sponsors. If they’ve grown too complacent with their plan, they may wake up one day to find out they’ve got a dinosaur on their hands.

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How Can 401k Plan Sponsors Help Retired Employees Fight Inflation – And Should They?

    How Can 401k Plan Sponsors Help Retired Employees Fight Inflation – And Should They?

Retirees should think for themselves and what alternatives they have regarding their retirement assets. These aren’t the same as they were when they were working.

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What Are 401k Plan Sponsors Talking About Right Now?

    What Are 401k Plan Sponsors Talking About Right Now?

Just as these changes come bearing down, so, too, does a need for greater hand holding. Pressures within the provider industry, however, appear to be reducing the number of available hands.

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Are Fiduciary Risks Worth Putting Commodities In Retirement Plans?

    Are Fiduciary Risks Worth Putting Commodities In Retirement Plans?

There’s not a sin in listening to radio shows sponsored by those selling gold and silver. It’s quite another thing to actually act on their “recommendation.”

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