Tag

Fiduciary Responsibility

All articles tagged with #fiduciary responsibility

politics2 years ago

The Decade-Long Political Battle Over Retirement Advice and Junk Fees

President Biden's recent proposal to reform the retirement advice industry, focusing on fiduciary responsibility, has sparked a political fight reminiscent of the failed attempt by President Obama in 2016. The new rules aim to ban conflicted advice when rolling over retirement assets into an IRA or annuity. While the Biden administration believes the rules are different enough to withstand legal scrutiny, industry advocates argue that the 2016 rules led to a decrease in financial professionals and left some savers worse off. The fight is expected to be acrimonious, with high stakes for savers and potential legal challenges ahead.

business2 years ago

American Airlines Pilot Files Lawsuit Against "Leftist" Pension Plan

An American Airlines pilot has filed a class action lawsuit against the airline, claiming that the company's pension plan invests in funds that "pursue leftist political agendas" and underperform financially. The pilot argues that the funds that consider ESG matters underperform financially compared to non-ESG investments. The lawsuit demands that the carrier top up the pension plan to make up for losses from ESG funds and prevent further violations and mismanagement of the plan.