fiduciaries

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Does Your Financial Advisor Owe You Money? – Standards of Care

Determining whether your financial advisor owes you money is a two step process. The first step is to determine what standard of care your advisor […]

Does Your 401k Plan Owe You Money?

Short answer – probably.

Fred Reish, one of the nation’s most respected ERISA attorneys, has publicly testified that few 401k /404c plans are in full compliance […]

A Fiduciary Standard is not the Solution (Infographic) – updated Nov 2014

There has been an inordinate amount of discussion about applying the fiduciary standard for financial advisors to registered representatives who sell investment products for commission. […]

Why You’re Always Screwed

When you hear a commercial about precious metals and the advertiser claims they will beat any price at any time, and they are advertising on […]

By |October 16th, 2014|Categories: Products|Tags: , , , , , , , |1 Comment

401(k) Investment Fees: One Fund, Six Fees?

401(k) investment fees continue to be a key concern, both in terms of fiduciary liability and impact on plan participants. What some are overlooking is […]

Most Fiduciaries using Target Date Funds are inviting Lawsuits

At $1 trillion and growing, target date funds are the most popular qualified default investment alternative (QDIA) in 401(k) plans, yet most fiduciaries are not […]

By |May 27th, 2014|Categories: Advisors|Tags: , , , |4 Comments