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12718 Matching News Items

1.  Fiduciary News; registration may be required Link to more items from this source
Dec. 29, 2010

"[N]ow might be a good time to relive some of the issues that drove the news in 2010. What were some of these issues? How did they impact the fiduciary liability of 401k plan sponsors? Where did the hottest debates dwell? For answers to these compelling questions, we turned to our own internal analytics to determine the top ten most widely read Fiduciary News stories in 2010."  MORE >>

2.  Fiduciary News; registration may be required Link to more items from this source
Dec. 28, 2010

Excerpt: Each Monday, [Fiduciary News gives] you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks.  MORE >>

3.  Fiduciary News; registration may be required Link to more items from this source
Dec. 20, 2010
Excerpt: Each Monday, [Fiduciary News gives] you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and [others in the business.]

MORE >>

4.  Fiduciary News; registration may be required Link to more items from this source
Nov. 29, 2010
Excerpt: Each Monday, [Fiduciary News gives] you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks.

MORE >>

5.  Fiduciary News; registration may be required Link to more items from this source
Nov. 22, 2010
Excerpt: Each Monday, [Fiduciary News gives] you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting [them].

MORE >>

6.  Fiduciary News; registration may be required Link to more items from this source
Nov. 17, 2010
Excerpt: [Fiduciary News provides] a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks.

MORE >>

7.  Fiduciary News; registration may be required Link to more items from this source
Nov. 1, 2010
Excerpt: Each Monday, [Fiduciary News gives] you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks.

MORE >>

8.  Fiduciary News; registration may be required Link to more items from this source
Oct. 25, 2010
Excerpt: Each Monday, [Fiduciary News gives] you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and [others in the industry].

MORE >>

9.  Fiduciary News; registration may be required Link to more items from this source
Sept. 27, 2010
Excerpt: Each Monday, [Fiduciary News gives] you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks.

MORE >>

10.  Fiduciary News; registration may be required Link to more items from this source
Dec. 18, 2012
"In many ways, we'll remember 2012 as 'The Year Without a Fiduciary.' It held so much promise, especially after a disappointing 2011. We finally had the DOL's Fee Disclosure Rule locked in, and we hoped it was only the beginning. It wasn't. It was the end. Nothing more from the DOL. Nothing more from the SEC. Well, we weren't really counting on anything from the SEC. On a positive note, a reinvigorated Phyllis Borzi promises us the DOL will be entering 2013 on the cusp of issuing the final rule of the new definition of fiduciary."

MORE >>

11.  Fiduciary News; registration may be required Link to more items from this source
Jan. 28, 2014
"Last week State Street Global Advisors released the results of their Biannual DC Investor Survey. In part, the results confirm the results of earlier surveys that showed 401k investors are over-weighted in bonds.... Worse, finds SSGA, investors seemed to have a fundamental misunderstanding regarding the nature, risk and safety of bonds."

MORE >>

12.  Fiduciary News; registration may be required Link to more items from this source
July 11, 2011
Having no idea what the fiduciary means, and worse, not caring, most IRA R/O investors are sheep heading for their (financial) slaughter. Not anymore, if the DOL's Phyllis Borzi has her way.

MORE >>

13.  Fiduciary News; registration may be required Link to more items from this source
June 14, 2011
For those who believe an Investment Policy Statement (IPS) for an ERISA retirement plan helps reduce fiduciary liability, here's a nine step process for creating a strong IPS.

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14.  Fiduciary News; registration may be required Link to more items from this source
May 23, 2011
Links and commentary by Christopher Carosa.

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15.  Fiduciary News; registration may be required Link to more items from this source
Jan. 24, 2011
Each Monday, we'll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks.

MORE >>

16.  Fiduciary News; registration may be required Link to more items from this source
Jan. 18, 2011
Each Monday, we'll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks.

MORE >>

17.  Fiduciary News; registration may be required Link to more items from this source
Jan. 10, 2011
Excerpt: Each Monday, we'll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks.

MORE >>

18.  Fiduciary News; registration may be required Link to more items from this source
Jan. 3, 2011

Excerpt: Each Monday, we'll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks.  MORE >>

19.  Fiduciary News; registration may be required Link to more items from this source
Oct. 19, 2010
Excerpt: [This weekly column provides a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and [others].

MORE >>

20.  FRA PlanTools Link to more items from this source
Oct. 28, 2012
"One of the many responsibilities of an ERISA Section 3(38) Investment Manager is the selection, monitoring and replacement of investment alternatives including a Qualified Default Investment Alternative (QDIA).... The benefit of establishing and adhering to a formal QDIA process is a reduction in fiduciary liability the benefits of which can be illustrated in a recent decision by the Sixth Circuit Court. According to the Court, a plan fiduciary does not breach their fiduciary duty when a participant's account balance is transferred to a QDIA without explicit consent."

MORE >>

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Here's Help About the Advanced Features That Apply Whenever "All Words" Is Selected in the Search Form

  • Quotation marks have a special meaning when "All Words" is selected in the search form (instead of "Any Word"). Any group of words surrounded by quotation marks is required to be found exactly as they appear, in order for a news item to be a match (in other words, they denote an exact phrase).

    Example. "standard of review"
  • By default, every word must be found in a matching news item (hence the "All Words" nomenclature) unless you include the word "or" (whether or not capitalized). A news item is a match if it has one (or both) of the words on either side of "or".

    Example. vested OR vesting
    Note: This can bite you unexpectedly because the word "or" always triggers that functionality. You'll need to refrain from using the word "or" if you want a fully reliable result that matches "all words."
  • The left parenthesis and right parenthesis have a special meaning because they essentially turn multiple words into a single word equivalent. This is handy for words that are synonyms, whether grammatically or in industry usage.

    Example. If this were entered in the search form, a matching news item would need to contain either the word "vested" or the word "lifetime" (anywhere in the news item), plus the word retirement (anywhere in the news item), plus either the word "benefits" or the word "coverage" (anywhere in the news item):
    (vested OR lifetime) retirement (benefits OR coverage)

    You can separate sets of parentheses (or single words) with the word "AND," whether or not capitalized, if you prefer clarity (but this is not necessary because "and" is assumed when "All Words" is selected in the search form):
    (vested OR lifetime) AND retirement AND (benefits or coverage)

  • The word "not" has a special meaning because a news item will not match if it contains the word that follows the word "not" (whether or not capitalized).

    Example. A way to find news items about recently required plan document amendments, while excluding older items about the amendments that were required for certain laws enacted in 1982 or 1984, would be:
    (amended OR amendments OR restated OR restatement) NOT (TEFRA OR DEFRA OR REA)
    Note: This can bite you unexpectedly because the word "not" always triggers that functionality. You'll need to refrain from using the word "not" if you want a fully reliable result that matches "all words."

[Return to the Search Form]