Fiduciary | FamilyWealth

Here is How DC Plan Participants Acted During the First Half of 2020

The study shows that, as of June 30, 2020, 78% of new plan entrants hold a single target date fund, compared to 63% of participants overall, which was the same as in 2019.

As Mass. Starts Enforcing Fiduciary Rule, Galvin Puts His Game Face On

William Galvin, Massachusetts top securities regulator, stands ready to defend the states fiduciary rule as he begins to enforce the rule Tuesday.

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Fiduciary Dilemma: The Risk of Defining Risk by Volatility

Leading thinkers in the financial industry have long used the elegance of standard...

“What Are Some Important Considerations When Choosing A Successor Trustee?”

Ensuring your plans are executed according to your wishes is an important consideration...

Education is a major obstacle to retirement savings

Still too many Americans are struggling to make ends meet

Settlement Reached in NRECA ERISA Litigation

The parties in the lawsuit have reached a settlement agreement, including a cash payment...

'Excessive' Fidelity Target-Date Fund Fees

Quest Diagnostics is being sued by participants of its $3.9 billion 401(k) plan for...

Increasing 401k Lawsuits: Causes, Consequences

With 401(k) plans taking over from pensions as the chief employer-provided means of...

Last Minute Bid To Save Fiduciary Rule Fails

AARP and attorneys general from three states lost their bid to save the Department of...