A fiduciary may ... future performance. In addition to performance reviews, fiduciaries must review the expenses involved. Fiduciaries are responsible not only for how funds are invested but ...
"They do not receive sales-related compensation from their employer or third parties, like fund companies ... which requires members to take a fiduciary oath in addition to using a fee-only ...
Many retirement plan fiduciaries are deterred from providing ESG funds as investment options because of the strict fiduciary standards required by the Employee Retirement Income Security Act of 1974 ...
About 70% of the 401(k) plan—nearly $2 billion—was invested in one fund, when “much cheaper” versions of this investment were available, allege employees in the class-action lawsuit.
On January 14, 2025, the DOL issued Field Assistance Bulletin (FAB) 2025-01, providing sponsors and administrators of ongoing defined ...
The Fiduciary Advisor Network proudly announces the addition of a distinguished new ... volunteering to raise funds for the Leukemia and Lymphoma Foundation, and raising awareness about the ...
or remove a fiduciary. The court determined that—alongside EBC, Aon, and the Asset Management Group—American was also responsible for overseeing the plan's managers, in addition to ...
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