At Guardian Wealth Advisors, we believe that the cornerstone of meaningful financial guidance is a commitment to act as true ...

A Department of Labor proposal to scrap a regulatory provision under ERISA could create uncertainty for fiduciaries, the trade association argues.

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

The Insured Retirement Institute filed comments urging the Department of Labor not to withdraw a longstanding safe harbor ...

This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better.

Commentary Cyberattacks and the Role of Fiduciaries Under the Employee Retirement Income Security Act "There has been increasing recognition that the fiduciary duties imposed under ERISA apply ...

Fiduciaries who fail in their duties can be held personally liable to restore any losses to the plan, and/or restore profits made through an improper (or, shall we say … imprudent?) use of plan ...

Choosing Your Fiduciaries—Important Considerations to Make Part of the role of an estate planning attorney is to assist the client with both the important legal aspects, as well as the emotional ...

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 have more than those two sets of duties. But, that’s a good starting point. The law that governs the fiduciaries, known as ERISA, is demanding.

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 ...

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.