Thanks to the Department of Labor’s new Conflict of Interest rule — and John Oliver’s “Last Week Tonight” on HBO — “fiduciary” and “reasonable fees” have become household terms. Plan sponsors and ...

On March 30, 2026, the Department of Labor issued a proposed regulation purporting to implement an executive order to expand access to ...

Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money writer at ...

The DOL’s push to impose a fiduciary level of care in retirement plans could be a financial benefit overall for small businesses with 401(k) plans, according to a new report. Employee Fiduciary, a ...

Opinion: Colleges and universities should closely evaluate process, documentation, and governance regarding their 403(b) ...

Retirement plan advisory Employee Fiduciary LLC called on the Department of Labor, via public comment, to make fees in 401(k) plans “as transparent as possible” by making changes to the design and ...

The IRS issued final regulations on the controversial question of which costs incurred by trust and estates are subject to the 2% floor on miscellaneous deductions under Sec. 67(a) (T.D. 9664). The ...

Fiduciary responsibilities can be stressful for any business administering a 401(k) plan, with investment-related responsibilities being especially daunting. One of the most difficult ...

A participant in the T-Mobile USA, Inc. 401(k) Retirement Savings Plan recently filed a proposed class action lawsuit against FMR LLC and related entities (“Fidelity”). The lawsuit alleges that an ...

Compensation transparency and a lower chance of conflicts of interest are two pros of using a fee-only financial advisor.

The fee your advisor charges is based on the services you’re receiving, the individual advisor's fee structure and other ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...