Browsing Tag
Fiduciary
618 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.
How to Offer (and Charge For) Student Debt Reduction Help: NAPA 401(k) Summit
The SECURE Act expanded the definition of tuition reimbursement to include student debt
Jason Chepenik’s TAPO Redux: Bigger, Better, More Creative
'My business has doubled in every aspect'
401(k) Auto Portability Featured in Senate HELP Committee Hearing
'Auto portability changes helps demographic groups most adversely affected by cash-out leakage'
Where Does the U.S. Rank in Mutual Fund Fees and Expenses?
'The increased prevalence of unbundled fund fees enables transparency and empowers investor success. However ...'
New Fiduciary Best Practices for Insurance and Annuities: CBCF
Recent legislation has put insurance back on the fiduciary track
House Passes SECURE 2.0
"Half the people that get up and go to work everyday in America are not in a qualified retirement plan," Congressman Neal said.
Mutual Fund Expense Ratios Fell, But How Far?
In 2021, average index equity mutual fund expense ratios were 0.06%, compared with 0.27% in 1996.
Senate Holds Hearing on Retirement and Emergency Savings
Not to be outdone by their House counterparts and SECURE 2.0, the upper chamber looked to act
3 MAJOR Provisions in Tuesday’s Retirement Legislation Vote
It promotes saving for retirement earlier by expanding automatic enrollment
SECURE 2.0 Vote Will Take Place Tuesday: Majority Leader Hoyer
'It will expand automatic enrollment, simplify rules for small businesses, and help those near retirement save more for longer'