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- 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
- May It Please the Court: Closing Argument On Fiduciary Duty of Disclosure Under ERISA Section 404(a) and Section 78(3) of the Restatement (Third) of Trusts
The Prudent Investment Adviser Rules
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Tag Archives: Fiduciary risk mitigation
Quantifying Fiduciary Prudence: In-Plan Annuities, Terminal Wealth, and the Terminal Wealth Breakeven Value Index
James W. Watkins, III, J.D., CFP EmeritusTM, AWMA®InvestSense, LLC Jonathan Clements was a well-respected financial writer for the Wall Street Journal. In 2005, he wrote an article about equity indexed annuities, nka fixed indexed annuities, entitled “Why Big Insurers Are … Continue reading
The Prudent Investment Fiduciary Rules 