Year: 2011

The Tibble v. Edison International case brings some interesting issues to light

How financial-services firms can wiggle out of fiduciary responsibility.

The DOL and SEC should both take notice of a long-standing judicial reluctance to ‘dumb down’ fiduciary standards.

A proposed EBSA rule doesn’t appear to be much better than the current rule in helping rein in the bad conduct it’s aimed at curbing.

DOL should apply the most logical standard to everyone that deals with retirement plans: the ‘sole interest’ fiduciary duty.

The EBSA’s testimony to amend the rules on investment advice, while valid, could have a limited impact.

Some commentators are convinced that the U.S. Department of Labor is about to put the hammer on MEPs.

Are a plan sponsor and its advisor better off for choosing to stay with a trustee- directed plan instead of a participant-directed plan?

Get the details on plan sponsors as default fiduciaries and how ERISA fiduciary status is determined.