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Recent Posts
- Who’s Overseeing the DOL and EBSA? DOL FAB 2026-01’s Fatal Flaw Is Actually a Fiduciary Trap for Unwary Plan Sponsors
- May It Please The Court: THE EBSA’s Legally Unsupported, Unfounded, and Bootstrapped Policies Create a Systemic Threat to Plan Participants and Plan Sponsors Alike and Must Be Rejected
- A Call for Senate Oversight Hearings: The Systemic Risk to Plan Sponsors and Plan Participants Created by the EBSA’s Expansive and Legally Unsupported Extrapolations of ERISA Fiduciary Principles
- DOL/EBSA Field Assistance Bulletin 2026-01 Is Not Entitled to Judicial Deference Under The Loper Bright Decision
- Fatally Flawed: Why DOL Administrative Bulletin 2026-01 Will Not, and Should Not, Withstand Judicial Scrutiny
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Category Archives: fiduciary duty
4Q 2021 AMVR “Cheat Sheet”
At the end of each calendar quarter, InvestSense publishes the 5 and 10-year Active Management Value Ratio (AMVR) scores of the non-index funds in “Pensions & Investments” annual survey of the most used mutual funds in U.S. defined contribution plans. … Continue reading
Posted in 401k, 401k compliance, 401k investments, 403b, cost-efficiency, fiduciary compliance, fiduciary duty, fiduciary liability, Fiduciary prudence, fiduciary prudence, wealth management, wealth preservation
Tagged 401k, 401k compliance, compliance, cost-efficient investing, ERISA, fiduciary, fiduciary investing, fiduciary law, investing, investment advisers, Mutual funds, retirement plans, wealth management, wealth preservation
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The Prudent Investment Fiduciary Rules 