A case set to go to the U.S. Supreme Court for a decision about who bears the burden of proof when fiduciary harm is alleged in ERISA cases has been settled. Two legal experts weigh in.
Tag: ERISA fiduciary
Given some of the strong language used to warn retirement plan fiduciaries against placing other interests ahead of the financial benefit of their participants, the latest DOL bulletin on the topic of ESG investing has created some confusion.
The DOL fiduciary rule, though not yet fully implemented, is providing a tailwind for this trend, Cerull Associates says.