Putnam Investments, LLC v. BrotherstonWith the recent outcome of the U.S. Supreme Court Case, Hughes v. Northwestern Univ., the [...]
Fiduciary Wise Welcomes New Partner, Marta Hurst, QKAFiduciary Wise is pleased to announce Marta Hurst, QKA®, as a new partner! With over [...]
So You’re Going To Be on a Plan Administrative Committee!The Responsible Fiduciaries of a retirement plan have significant fiduciary obligations to manage the plan [...]
Tibble v. Edison InternationalWith the recent outcome of the U.S. Supreme Court Case, Hughes v. Northwestern Univ., the [...]
Hughes v. Northwestern Univ.You may have been following the recent U.S. Supreme Court Case, Hughes v. Northwestern Univ. [...]
The ERISA 402(a) Named FiduciaryYes, we’re back! Back, again! Celebrate the new year with a little disruption and watch the [...]
One of These Things is Not Like the Other!Fiduciary Wise, in partnership with Bell Rock Capital, has released the third video in our new [...]
Let’s Get Nerdy Over Risk Adjusted ReturnFiduciary Wise, in partnership with Bell Rock Capital, has released the anticipated second episode in their brand-new [...]
Nerd Alert! Watch the New Series Disrupting the Financial IndustryFiduciary Wise, in partnership with Bell Rock Capital, is excited to announce a brand-new video [...]
Roles of A 3(16) Fiduciary AdvisorEvery 401(k) plan is required by law to officially appoint a “plan administrator” under Section [...]