Overview of H.R. 2988 and Potential Implications for ERISA Fiduciaries
H.R. 2988 proposes changes to ERISA fiduciary standards affecting investment decision-making, service provider selection, proxy voting, and brokerage window disclosures.
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New Lawsuit Targets TIAA and Morningstar
A new fiduciary case, Kelley v. TIAA, has been filed against TIAA and Morningstar. This case is different than the typical “fees are too high and returns are too low” type of case –it contains some significant new accusations against TIAA and raises new issues. If this case succeeds, it could have some far-reaching implications. […]