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- Reasserting ERISA’s Private Enforcement Design: A Rebuttal to EBSA’s “Frivolous Litigation” Narrative
- When Income Is Not Enough: Why the Continued Inclusion of In-Plan Annuities May Breach ERISA Duties When Compared to Capital-Preserving Income Alternatives and Strategies
- The Active Management Value Ratio as a Cost-Benefit Framework: Integrating AI into Fiduciary Prudence Analysis
- Battle of the Best Interests – Whose Are the EBSA and the DOL Supposed to Serve, and Whose Are They Really Serving?
- Guest Article On Supreme Court’s Decision to Hear the Intel Case
The Prudent Investment Adviser Rules
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Monthly Archives: October 2020
Winds of Change
I recently posted on both Twitter and LinkedIn my belief that plan participants should never lose a properly vetted 401(k)/403(b) fiduciary breach action. As expected, the posts drew a strong response. I recently participated in a private conference to discuss … Continue reading
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Q3 2020 AMVR/InvestSense Quotient “Cheat Sheet”
The quarterly AMVR/InvestSense Quotient “cheat sheet” analyzes the non-index mutual funds in the top ten mutual funds used in U.S. 401(k) plans, based upon the Top 100 list compiled annually by “Pensions and Investments.” For the 3Q 2020, only six … Continue reading
Posted in fiduciary compliance
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The Prudent Investment Fiduciary Rules 