Year: 2016

The whole point of TDiFs is to secure inflation-protected retirement income–which is also a central concern of ERISA.

During times of market stress, the biggest risk that investors face is themselves.

The revenue earned by providers of stable value funds is at issue in a recent class action lawsuit.

Is it even possible for a plan sponsor to make an informed and prudent decision about putting stable value funds on their plan investment menu?

Recent ERISA case offers key takeaways for plan fiduciaries that receive revenue in exchange for providing services to their own retirement plan.

Disclosures in annuity contracts weren’t enough to protect this couple from missing out on big market upside.

There are a number of reasons why you should take presentations of outperformance with a grain of salt.

Give up on chasing and predicting returns. Manage risks and costs instead.

It doesn’t take a crystal ball to know that more expensive non-institutional share classes will underperform lower-cost, but otherwise identical, institutional shares after fees.

The DOL called Wall Street’s bluff, with a big sniff test.

The primary reason for the Department of Labor’s fiduciary rule doesn’t involve protecting qualified retirement plans but rather unsuspecting IRA owners.

Three elements must be present in order for the Rule to apply to an advisor communicating with a plan participant or an IRA owner.