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.
Nevada Forges Ahead with a Fiduciary Standard
Several states are moving ahead with (or exploring) a fiduciary standard in light of the federal governments on-again,…
7 Signs of a Great Retirement Plan Professional
Great retirement professionals: Great retirement professionals start each day with a commitment to be a passionate steward of…
Was myRA Misrepresented? Why the Trump Administration Killed the Program
Mark Iwry doesn’t like certain descriptions of the now defunct, about-to-be-revived myRA program, a high-profile part of the…
Hooray for Hoyas: Georgetown Beats Back Fiduciary Breach Suit
Georgetown University has prevailed in a lawsuit regarding its 403(b) plan, with the U.S. District Court for the…
TAG and Two West Team for ERISA 3(38) Fiduciary Services
Two West Advisors and TAG Resources have joined together to develop a contract arrangement that allows Two West…
4 Critical ERISA Cases to Watch in the Coming Year
A number of issues facing ERISA practitioners came to a head in 2018 and are primed to be…
401(k) Fail: High-Fee Funds Do Way Worse (Again)
Any 401(k) professional with a pulse knows about the ongoing fight over low fees; tort lawyers like Jerry…
4 Major Challenges for 401(k) Plan Providers Now
Every year presents new challenges for retirement plan sponsors and advisors. Here are just a few items to…
How 401(k) Fiduciaries Performed in 2018
Discover insights from the 2018 fiduciary behavioral governance study on leadership, stewardship, and decision-making.
Top 401(k) Fraud Story of 2018: Awful Ohio Embezzlement
An industry obstacle to higher 401(k) participation is the worry on the part of employees that their salary…