Monday, January 21, 2013
Third Party Fiduciaries - Myth and Reality
Well, I put together a little opinion paper discussing a recent trend we've been seeing in 401(k) products over the last year or so, the so-called "Third Party Fiduciaries". The idea behind the paper was to share our views to our Advisor Partners and their clients to help them gain a better understanding of the limitations of arrangements that are being oversold to a degree. Unbeknownst to me, the paper was picked up by 401khelpcenter and put online today. So, since it is available publicly anyway, I figured I'd link it here for any to see. Happy reading.