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Fiduciary Risk Management....Crossing T's & Dotting I's

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

New Fiduciary Rule. Ready, Set...Go!

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 Trump Effect

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

Post Brexit Market Outlook

July 18, 2016 in Economic Analysis
Predicting market performance for the remainder of 2016 is indeed a challenge.   Fiducia Group recently hosted an education breakfast featuring economist  John Tousley from Goldman Sachs.  John pulled out his crystal ball and presented his views of the economy and financial markets for the remainder of 2016.  Here are few key

Fiduciary Fuss

March 11, 2016 in Fiduciary Responsibility
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
CARES Act – Plan Changes for COVID-19 Relief
The Coronavirus Aid, Relief and Economic Security Act (the “CARES Act”), became law today after...
Addressing Participant Concerns on Stock Market Volatility
Yesterday, March 16th, was the Dow Jones Industrial average’s third-worst day in its history. Plan...

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