It is increasingly evident that artificial intelligence (AI) is reshaping all facets of business, and its impact on employee benefit plans is ...

The paper introduces principles based on five core areas: fiduciary process, value for money, asset class distinctions, ...

When fiduciaries make mistakes, they can be costly to the organization and to the fiduciary personally. Here are 10 you don't want to make. By Marlene Y. Satter | June 29, 2015 at 09:31 AM ...

Plan fiduciaries must act with the “care, skill, prudence, and diligence under the circumstances” that a prudent person acting in a like position and familiar with the facts would use.

Working with a financial advisor involves a lot of trust. You’re sharing information about one of the most personal aspects ...

James Thole and Sherry Smith are participants and beneficiaries in U.S. Bancorp’s defined-benefit pension plan. Prior to the 2008 financial crisis, plan fiduciaries invested 100 percent of the plan’s ...

Others are traced to fiduciaries—usually family members—who are ill-equipped to handle the job, ignorant of responsibilities, indifferent, negligent, or just plain dishonest.

Fiduciaries should consider asking their advisor for a more specific assessment of the implications for the plan's investments. Consider calling a special meeting to evaluate the situation.

Read the entire report here: Tesla: The Most Dangerous Stock for Fiduciaries I put Tesla in the Danger Zone on August 18, 2020 and updated the pricing data post stock-split on September 2, 2020.

But “Congress has given ESOP fiduciaries a statutory exemption” from the diversification requirement. The opinion then notes that a number of courts of appeals have “gone beyond ERISA’s express” ...