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- Terminal Wealth: The True Fiduciary Prudence Paradigm with Regard to the In-Plan Annuity Scam
- Is the DOL/EBSA Trying to Serve Two Masters? ERISA Section 404(a)’s Independent Investigation and Evaluation Requirements and the DOL/EBSA Proposed Rule on Alternative Investments
- Much Ado About Nothing?: The DOL’s New Alternative Investment Rule vs. the Administrative Procedure Act
- 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 Prudent Investment Adviser Rules
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Tag Archives: #wealth management
Terminal Wealth: The True Fiduciary Prudence Paradigm with Regard to the In-Plan Annuity Scam
James W. Watkins, III, J.D., CFP EmeritusTM, AWMA®InvestSense, LLC A sound evaluation of fiduciary prudence must ultimately be anchored in outcomes, not just process—and in the context of long-term financial decision-making, the most meaningful outcome is terminal wealth. Fiduciaries are … Continue reading
The Prudent Investment Fiduciary Rules 