Recent ERISA case offers key takeaways for plan fiduciaries that receive revenue in exchange for providing services to their own retirement plan.
Is it even possible for a plan sponsor to make an informed and prudent decision about putting stable value funds on their plan investment menu?
The revenue earned by providers of stable value funds is at issue in a recent class action lawsuit.
During times of market stress, the biggest risk that investors face is themselves.
The whole point of TDiFs is to secure inflation-protected retirement income--which is also a central concern of ERISA.
'Caveat emptor' is not optimal for plan beneficiaries and sponsors, writes Scott Simon of Prudent Investment Advisors.
We have the SEC to thank for investors not being able to tell a non-fiduciary broker from a fiduciary advisor, argues Scott Simon of Prudent Investor Advisors.
Some end-of-summer observations on suboptimal fiduciary set-ups, the 'incidental' issue in the fiduciary wars, and reflections on Tibble v Edison.
Disclosures of conflicts made by many financial services providers tell you just about nothing--or even less!
Advocate Steve Schullo says reform is moving in the right direction, but there is more work to do.