The marketing of “fiduciary warranties” has increased in recent years, in response to a wave of lawsuits against retirement plan sponsors charging breach of fiduciary duty. But the fine print found in many of these “warranty” agreements does not offer as much protection as many plan fiduciaries may believe. Plan…
In prior generations, employees tended to stay at a single company for much of their working lifetimes. Upon retirement, employees would receive periodic payments from the company’s pension plan, sometimes referred to as a defined-benefit plan. The actual management of pension plan assets, including all trading research, projections and operational functions was left to investment professionals. Employees did not have to assume responsibility for making any investment decisions themselves.
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The decision to hire a financial advisor is usually much easier than selecting the right one. The sheer number of types of advisors, titles, designations and terminology can confuse even the most financially literate. But these differences can profoundly impact how advisors manage your assets, which in turn, can have a huge impact on reaching important financial goals.