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ERISA Fiduciary Standards: Pitfalls, Lessons and Best Practices

Posted by Sherrie Grabot, GuidedChoice CEO and Founder on Sep 12, 2018 10:33:06 AM


“With great power comes great responsibility.” This solemn quote, originally uttered in a Spider Man comic, seems apropos to the duties employers must fulfill as retirement plan fiduciaries. As it implies, fiduciary responsibility should not be taken lightly.

So what, exactly, is fiduciary responsibility? In short, it’s the duty plan sponsors and fiduciaries have to protect the best interests of retirement plan participants, retirees, and their beneficiaries. 

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Topics: Fiduciary Duty, Fiduciary Responsibility, fiduciary best practices, fiduciary liability, fiduciary, For Business, Business Insights

Any fiduciaries in the house?

Posted by Phil Andrews on Jul 1, 2016 11:00:39 AM


Last time, we shared some news about a new rule that will require more of the people who offer investment advice to be fiduciaries. That means they’re legally bound to act in your best interest, without commissions, kickbacks, or any kind of ethical and financial conflict. Which is great, until you ask “wait, you mean they aren’t all required to already?”

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Topics: best interest, fiduciary, fiduciary rule, General Finance, investment advice, Near or in Retirement, registered investment advisor, RIA, Saving for Retirement, All

Who's got your back?

Posted by Phil Andrews on Jun 24, 2016 11:11:59 AM


When someone gives you advice about retirement money, who exactly are they working for?

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Topics: department of labor, DoL, fiduciary, fiduciary advisor, fiduciary rule, financial advice, financial advisor, Near or in Retirement, retirement investing, Saving for Retirement, All

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