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- Quantifying Fiduciary Prudence: Creating a Win-Win ERISA Fiduciary Prudent Process by Integrating The Fiduciary Prudence Trinity With AI and the AMVR and TWBVI Metrics
- Quantifying Fiduciary Prudence: In-Plan Annuities, Terminal Wealth, and the Terminal Wealth Breakeven Value Index
- Terminal Wealth As a Fiduciary Prudence Metric: Why ERISA Plan Fiduciaries Should Incorporate Wealth Preservation and Capital Preservation into the Evaluation of In-Plan Annuities and Alternative Investments
- Fiduciary Prudence Protocols: Proactive Fiduciary Risk Mitigation Strategies For Plan Sponsors and Other Investment Fiduciaries
- Quantifying Fiduciary Prudence, Part I: Artificial Intelligence as a Fiduciary Risk/Liability Mitigation Tool Under ERISA
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Tag Archives: Conflicts of Interest
Deja Vu All Over Again?: Is the Annuity Industry Serving a Second Round of Annuity Misrepresentations Kool-Aid?
Bradley Campbell of Faegre Drinker recently commented on the unusual strength of the language in the Fifth Circuit’s “Memorandum Opinion and Order” staying the DOL’s Retirement Security Rule.1 Given distristrict court Chief Judge Lynn’s earlier well-reasoned analysis and opinion in … Continue reading
Posted in 401k, 401k litigation, 401k plan design, 401k risk management, Annuities, best interest, compliance, Conflicts of Interest, consumer protection, DOL, DOL fiduciary rule, DOL fiduciary standard, ERISA, ERISA litigation, fiduciary, fiduciary compliance, fiduciary duty, fiduciary law, fiduciary liability, fiduciary liability, fiduciary prudence, investment advisers, investments, IRA, pension plans, plan advisers, plan sponsors, retirement plans, SCOTUS
Tagged Annuities, compliance, Conflicts of Interest, ERISA litigation, fiduciary, fiduciary law, Fiduciary litigation, retirement plans, Retirement Security Rule, wealth management
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The Prudent Investment Fiduciary Rules 