Sentences with phrase «believe plan fiduciaries»
In selecting an investment product for a plan lineup, we believe plan fiduciaries must balance considerations such as participants» needs, tradeoffs between expected returns and risks, and objectives of the stable value investment option.
https://www.vantagepointfunds.org/ Not exact matches
The Department also believes that making the rule immediately effective will provide plans, plan fiduciaries, plan participants and beneficiaries, IRAs, IRA owners, financial services providers and other affected service providers the level of certainty that the rule is final and not subject to further modification without additional public notice and comment that will allow them to immediately resume and / or complete preparations for the provisions of the Rule and PTEs that will become applicable on June 9, 2017.
While a uniform fiduciary standard would be disruptive to the retirement plan industry in the short - term, I believe it's in the best interest of all retirement plan stakeholders — participants, fiduciaries, and even financial advisors — in the long - term.
«While the Financial Planning Coalition takes no view on a rule that has yet to be proposed, we believe that the DOL should be allowed to proceed with its fiduciary rulemaking process, including issuing a draft rule for public comment.»
However, consistent with the Rollover Opinion's reliance on the Supreme Court decision of Varity v. Howe [1], many believed that an advisor engaged to provide plan - level fiduciary services, would not be acting as a fiduciary when acting in a wholly separate non-fiduciary capacity, such as selling personal rollover services unrelated to its status as a plan fiduciary.
May 7, 2014 David Winters tells Fox Business» Maria Bartiromo he believes that Warren Buffett and the Board of Directors at Coca - Cola have failed their fiduciary duties to shareholders by allowing Coca - Cola's equity compensation plan to pass.
«We believe this solution can help empower the adviser and the consultant to fulfill their fiduciary duties in areas such as plan design and investment selection.