SEC Chair Clayton’s Recent Fiduciary Comments Are Revealing |
The SEC chair issued only a brief statement on his intention to work with DOL officials on reforming conflict of interest regulations—but his language is revealing.
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TDFs Help U.S. Investors Avoid Market-Timing Mistakes |
Morningstar found for allocation funds, the do-nothing portfolio, such as TDFs, and investor returns were nearly identical and both were ahead of the average fund.
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Lincoln Offers Morningstar 3(38) Fiduciary Service to Clients |
With the new service, retirement plan sponsors have the flexibility to select from a broad universe of investments that follow Morningstar Investment Management’s asset-class rules and are within its fiduciary coverage universe.
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BlackRock Enhances Retirement Income Tool |
The iRetire platform now has decumilation-projection capabilities.
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