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.
401k Market Minute: Auto Portability’s Big Boost, Gensler’s Grace Under Pressure, and More
Here’s what’s happening this week
The $3 Trillion Gamble Fiduciaries Are About to Regret
'It's a risk with the potentially dire consequence of depleting lifetime savings that cannot be replenished with paychecks'
National Urban League, NAACP Endorse 401(k) Auto Portability
'The NAACP is committed to being a partner in advancing the implementation of auto-portability as an essential tool to address racialized economic inequities'
BlackRock’s Fink Defends ESG Agenda, Says It’s Not ‘Woke’
'The tectonic shift towards sustainable investing is still accelerating'
Senate Committee to Consider EBSA Nominee (Again)
Because the Senate failed to act before Congress adjourned for the holiday, the HELP committee must reapprove the nomination
4 Reasons Why 401(k) Auto Portability is Inevitable
'I’ve never been more confident about the prospects for auto portability than I am right now'
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