Group items tagged fiduciary - Investment & Personal Finance

401k Plan Fee Disclosure Regulations - 0 views

Customized Financial Solutions and Wealth Management in Geneva - 1 views

As a SwissKap collaborator in Geneva, I offer tailored financial services designed to optimize your wealth and secure your future. My expertise spans investment management, optimization of the 3rd ...

Financial advisor Geneva wealth management tax optimization 3rd pillar 2nd SwissKap fiduciary services investments

started by conseiller on 19 Aug 24 no follow-up yet

Should What DOL's New Regs Reveal about Most Widely Held 401k Mutual Funds Worry Plan S... - 0 views

fiduciarynews.com/...tual-funds-worry-plan-sponsors

DOL fee Fiduciary Standard mutual fund passive-active performance

shared by Charles Massimo on 04 Jan 11 - No Cached

The New Dangers Of Hidden 401(k) Fees - 0 views

www.longislandplan.com/...ew-dangers-of-hidden-401k-fees

investment retirement planning financial management investing 401k

shared by Charles Massimo on 22 Dec 10 - No Cached

Charles Massimo on 22 Dec 10

These are not easy times to be a 401(k) trustee, and not just because the markets are volatile. Congress has begun to examine 401(k) expenses. So are plan participants, and there are already more than 1,000 lawsuits charging trustees with a breach of their fiduciary duties. Would your plan be vulnerable if subjected to that kind of scrutiny?

<div class="cArrow"> </div><div class="cContentInner">These are not easy times to be a 401(k) trustee, and not just because the markets are volatile. Congress has begun to examine 401(k) expenses. So are plan participants, and there are already more than 1,000 lawsuits charging trustees with a breach of their fiduciary duties. Would your plan be vulnerable if subjected to that kind of scrutiny?</div>

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SEC Raising the Bar for Brokers - 0 views

www.longislandplan.com/...ec-raising-the-bar-for-brokers

disclosure regulations fiduciary responsibilities financial services investment management investment strategy

shared by Charles Massimo on 05 Mar 11 - No Cached

How To Find 401k Hidden Fees - 0 views

www.longislandplan.com/...how-to-find-401k-hidden-fees

401k disclosure regulations fiduciary responsibilities hidden fees pension plan trustees retirement plans