Sentences with phrase «fiduciary risk»

The research showed that «plan sponsors and recordkeepers might not be on the same page in thinking about topics related to improving the quality of the investment lineup, minimizing fiduciary risk / avoiding litigation and reducing plan administration costs,» Jessica Sclafani, retirement director at Cerulli, said in a statement.

David J. Witz is the managing director and founder of Fiduciary Risk Assessment LLC (FRA) and PlanTools, LLC.

While more research is needed to determine the «right» retirement income investment, the majority said no additional fiduciary risk, liquidity, and inflation protection were the most important attributes in a strategy.

Ms. Webster has extensive financial industry experience and was Executive Vice President of JP Morgan Chase's firm - wide Market and Fiduciary Risk Management from 1994 until 2005.

Recently, firms like RiXtrema and dailyVest have launched tools to monitor plans for fiduciary risk.

«The accreditation of these banking giants would jeopardize the reputation of the Green Climate Fund and expose it to unnecessarily high fiduciary risk.

Another big gap between plan sponsors and recordkeepers emerged on the issue of «minimizing fiduciary risk / avoiding litigation.»

Still, despite the fiduciary risks (which are outlined, in near - apocolyptic detail, on pages nine through 29 of the filing) buyers of Zipcar stock seem to believe that the company's business model will ultimately become a profitable enterprise.

Couple this with the fiduciary risk that the investment can't be defended as a prudent recommendation and these products may simply disappear from the marketplace.

Download our guide to help your plan sponsors understand their fiduciary risks.

Not only are plan sponsors much more focused on making sure participants are retirement ready, they're also seeking help managing their fiduciary risk, and from the plan participant perspective, employees seem to need more and more assistance.

Although the risk management concept is very flexible, some methodologies are quite prescriptive; for example, legislated emergency management guidelines and fiduciary risk.

An important benefit of PRPPs that hasn't received sufficient consideration and press coverage is the reduced administration, management, oversight and fiduciary risk / liability of PRPPs versus other group retirement plans such as Group RRSPs, DC and DPSPs.

The trustee carries the legal and fiduciary risks of any act he undertakes which acts upon 3rd parties and the trust's beneficiaries.

The fiduciary risk is one massive reason to justify one's fees as is knowledge, ability and the strategic processes one will provide to the client, the rest is fluff and filler in the consumer's eyes and only people in this industry think it has any effect on the consumer.