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.
July Brings Much-Needed Calm to 401(k) Trading Activity
Still no suprise, 13 of 20 trading days favored fixed income funds
WSJ Slams SEC’s Agenda, Gensler’s ‘Deeply Flawed’ Regulations
'If Republicans take control in January, they should break Mr. Gensler’s death grip on our financial system.'
Performance-Based Target Date Lawsuits Cause Industry Concern
Fees charged for retirement plan services continue to attract attention—but with a twist
Are Plan Provider Tech Investments Paying Off With Participants?
Providers are using tailored messaging via multiple channels to improve the participant experience
What’s the Top (Current) Financial Concern for Women?
'Low levels of inflation preparedness were evident across all income levels'
Schroders’ Deb Boyden on Alternative Assets, ESG, and Other Investment Menu Hot Button Issues
Developing an effective investment menu for 401(k) plan sponsors is always a tricky yet interesting proposition. Include too…
Fla. Gov DeSantis to Ban ESG Considerations in State Funds
State Board of Administration fund managers will be prohibited from using political factors when investing state money
Inflation Wreaking Havoc with Workers’ Retirement Saving
One-third of plan participants do not know how long their savings are likely to last in retirement
Require Disclosure of 401(k) Target-Date Fund Risk Near Retirement
Fiduciaries should make a clear choice. Safe may be suitable for some, while risky is right for others
DOL Announces Proposed Changes to 401k Asset Management PTE
The industry is changing, and so should the exemption, department says