As a Retirement Committee are you taking care of fiduciary basics?   Fiduciary risk can change over time as courts opine on new class action lawsuits and the DOL alters enforcement efforts.  The media also plays a part, stirring participants into action.  What does your Committee focus on when you meet?  What

Buckle up! The new fiduciary rule is here.   No doubt you have heard about the new "fiduciary rule" which will require many investment advisors who traditionally were not required to serve in a fiduciary capacity to raise their standard of care.  After going through some scrutiny under the new administration, the

The wheels have been put in motion to delay the fiduciary rule. The delay is not unexpected, as it’s been a wild ride since President Trump was elected and took office. The stock market has rallied in anticipation of “Trumponomics” (the President’s campaign promises to stimulate the economy) and has generally

Fiduciary rule will change the landscape...for some.    No doubt you have heard something about the new “fiduciary” rule which will require many investment advisors who traditionally were not required to serve in a fiduciary capacity to raise their standard of care.  Barring a significant upset, the rule will be finalized this