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.
401(k) Contributions Reason For Strike at Major Company
'We will not allow this company to put our members’ hard-earned retirements in jeopardy.'
July 25, 2022
Two Tech-Focused Firms Team to Streamline 401(k) Business
A lack of understanding about plan complexity might hold some advisors back
July 22, 2022
Way Too Much Risk in 401k Target-Date Fund Glide Paths: Morningstar
Here are three suggestions for the Department of Labor
July 21, 2022
ESG Under Fire: Why Things Went Wrong
The beneficiary of positive press and impressive fund flows as recently as last year, ESG is increasingly falling from favor
July 20, 2022
401(k) Cyber Theft Lawsuit Highlights Recordkeeper Procedures
We need a federal solution to protect participant accounts
July 20, 2022
intellicent’s Grant Arends Adds Another ‘F-Word’ to 401(k) Fees, Funds, and Fiduciary
It’s always fun speaking with the Arends brothers about their very successful financial firm intellicents. Grant Arends, the…
July 20, 2022
Will Retired Workers Return as COVID Risks Recede?
The Great Resignation now is more likely among older workers to be the Great Retirement
July 13, 2022
Why Missing 401(k) Participants Are So Misunderstood
When the problem of missing participants is reduced, everyone stands to benefit
July 12, 2022
Out of Sequence: Why TDF Risk Near Retirement is a Bad Bet
'Sequence-of-returns cuts both ways'
July 11, 2022
New Anti-ESG Bill ‘Protects Retirement Savings from Woke CEOs’
The ESG backlash continued Monday with Senator Steve Daines, R-Mont., introducing a bill to protect retirement savers from…
July 11, 2022