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.
An Incredible Opportunity for Retirement Plan Advisors: Wealth@wor(k) 2021
'They just can’t see the vision, although we are the blueprint for it'
How to Deal with ‘Difficult’ 401k Committee Members: Wealth@wor(k) 2021
'These types of issues are more up-market than down-market, but as we all know, they are increasingly coming down-market'
DOL’s Proposed ESG Rule ‘A Backdoor Rewrite of ERISA’: WSJ
'Your savings will be conscripted to advance the progressive agenda, whether you like it or not'
New ESG Guidance from DOL Seeks to Reverse ‘Chilling Effect’ of Trump-Era Rules
Proposed rule would remove barriers to plan fiduciaries’ ability to consider climate change and other environmental, social and governance factors when they select investments and exercise shareholder rights
Congress Introduces ‘Portable Retirement Investment Accounts’
'The current retirement system isn’t working for all Americans'
New Cyber, Fiduciary Liability Package Protects 401k Plan Sponsors from Growing Risk
In response to the Department of Labor’s April 2021 guidance on cybersecurity and data privacy, Colonial Surety recently…
Biden Taps NYC Attorney Lisa Gomez to Lead EBSA
The White House announced today that President Joe Biden plans to nominate attorney Lisa M. Gomez to be…
Episode 28: Prospects for Effective Regulation in the Biden Administration with Consumer Federation’s Barbara Roper
Barbara Roper is an outspoken advocate for effective regulation to protect the public from predatory practices, and she’s…
Department of Labor to Change Definition of Fiduciary
Fiduciary Rule Definition Change proposed by DOL and EBSA to update investment advice standards for employee benefit plans and IRAs.
TILT’s Jamie Greenleaf Joins the Center for Board Certified Fiduciaries
Jamie Greenleaf, Founder of TILT, joined the Center for Board Certified Fiduciaries (CBCF), a group of fiduciary experts…