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.
10 Signs of 401(k) Contribution Fraud: DOL
Here's what to watch out for
New Fiduciary Rule Would Hurt Poor Communities: The Hill
'Evidence shows that a fiduciary-only approach is the exact wrong policy to adopt'
Republicans Slam ‘Woke’ ESG 401(k) Fiduciary Requirements
'It imposes a de facto mandate on fiduciaries of retirement plans, requiring them to consider ESG factors that are not supported by DOL's own regulatory impact analysis
Defined Contribution Real Estate AUM Rapidly Increases
Investors cited diversification, risk-adjusted returns and inflation as the primary reasons for investing in real estate
Group Plan Systems’ Pete Swisher on a Major Fiduciary Gap that Must be Closed
Anyone who knows Pete Swisher knows that he’s the go-to resource for anything fiduciary and pooled plan-related. His…
Pete Swisher, Jason Roberts Launch New Fiduciary Services Firm
'We look at their contract with the recordkeeper, and invariably there are holes'
Transamerica, FuturePlan Team for New Pooled Retirement Plan Solution
FuturePlan serves as the third-party administrator and 3(16), while Transamerica is the plan’s recordkeeper
The Re-Monetization of Retirement Plans with Managed Accounts
It’s advisable to monitor the outcome of recently filed litigation
How to Successfully Scale a Small Business 401(k) Solution
At the center is technology, which is 'a means to the end, not the solution'
University Programs in Fiduciary Studies Announced
'Currently, no university offers programs to support the critical leadership and stewardship roles of these key decision-makers'