Browsing Tag
Fiduciary
613 posts
Being a fiduciary means acting on behalf of another person or entity and having a legal and ethical obligation to put their interests above your own. Essentially, a fiduciary is entrusted with the responsibility to make decisions and manage assets in a way that benefits their client, not themselves. This relationship is built on trust and confidence, requiring the fiduciary to act with utmost good faith, care, and loyalty.
What Does Fidelity’s 401(k) Bitcoin Plan Mean for Advisors, Sponsors?
Governance expert Bonnie Treichel shares important preliminary insight for fiduciaries
DOL ‘Gravely Concerned’ About Fidelity 401(k) Bitcoin Announcement
EBSA staff will speak with Fidelity about the department’s apprehensions
He’s Just Not That Into You: Buffett Slams ‘Financial Advisors’
'If [advisors] told people what a simple game it is, 90% of the income of people speaking would disappear,' the investing legend said.
Auto Everything—Including 401(k) Auto Decumulation
We're looking for a few “good” plan sponsors
MassMutual to Move Its Corporate 401(k) from Empower to Fidelity
MassMutual retirement plan moves to Fidelity after fiduciary review, ensuring participants strong services and new features.
May Top Advisor by Participant Outcomes (TAPO)—Mike Webb
DC Plan Divine Intervention HE’S ON A MISSION from God. We asked Mike Webb one question, and he…
Employer Skepticism of ‘Traditional’ Target Date Funds Grows
TIAA, which offers lifetime income products, said interest in GLI rose during the pandemic
Target-Date Funds Are Not Safe Because Bonds Are Not Safe
So far this year, near-dated TDFs are losing about as much as long-dated.
Never Ending Story: Gomez EBSA Vote May Happen This Week
The slow process is an indication of the atmosphere in Washington
Retirement Learning Center’s John Carl Dies Suddenly
In addition to several teaching and volunteer positions, Carl served on the Government Affairs Committee for the National Association of Plan Advisors (NAPA)