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.

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