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.
401(k) Market Minute: The Retireholics Finally Get It Right
While hardly a surprise, managing editor Brian Anderson reports that single seniors are having a much harder time…
Deep Impact: Chris Roper’s Crusade to Help a Million 401(k) Participants Over His Career
Here’s a little Monday morning and Monday afternoon inspiration, Chris Roper has a lofty goal of helping one…
Key Challenges Facing Plan Sponsors Tackled at Qualified Plan Fiduciary Summit
One-day event with top speaker lineup provides high-level updates on top-of-mind trends and issues facing qualified retirement plans
eCommerce for Pensions: A ‘Smart’ Idea Whose Time Has Come
'The idea is to use technology to make something intuitive, very low cost, and very scalable'
Inside the Post-Pandemic Retirement Benefits Landscape for Small Businesses
It's time for business owners to reevaluate their 401k offerings
The Impact of (More) Inflation on 401(k) Investments
If excessive money is not taken out of the economy with taxes, inflation will escalate beyond control
Principal Financial Group Announces ‘Financial Inclusion’ Index
It will use employer and consumer surveying to create a financial inclusion scoring system.
Assets in Climate-Related Mutual Funds and ETFs Doubled in 2021
Climate funds set their third consecutive annual record for net flows
IRS Issues Proposed Regulations for RMDs Under the SECURE Act
'A variety of issues arise in determining whether an individual is an eligible designated beneficiary'
How to Fill the ‘Leaky’ 401(k) Bucket
Who’s cashing out and why?