Browsing Tag
Fiduciary
615 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.
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
401(k) Contributions Reason For Strike at Major Company
'We will not allow this company to put our members’ hard-earned retirements in jeopardy.'
Two Tech-Focused Firms Team to Streamline 401(k) Business
A lack of understanding about plan complexity might hold some advisors back
Way Too Much Risk in 401k Target-Date Fund Glide Paths: Morningstar
Here are three suggestions for the Department of Labor
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
401(k) Cyber Theft Lawsuit Highlights Recordkeeper Procedures
We need a federal solution to protect participant accounts
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…
Will Retired Workers Return as COVID Risks Recede?
The Great Resignation now is more likely among older workers to be the Great Retirement