Category Archives: Florida Retirement System

New Fiduciary Rule Proposed By Labor Department Designed to Bolster Financial Advisor Fiduciary Responsibilities

The recent Department of Labor (DOL) proposed rule changes for financial advisors who provide investment advice to qualified pensions plan are intended to bolster the standards of care for investors. The new rules are intended to expand the definition of a fiduciary under the 1974 Employee Retirement Income Security Act (ERISA). The new fiduciary standard…

Fiduciary Duties Managing Pension Assets within a Self-Directed Brokerage Account

It is natural to expect pension plan participants to seek financial advice concerning one of their largest financial assets. How can a financial advisor help provide financial advice and what responsibilities are owed according to the Employee Retirement Income Security Act of 1974 (ERISA) for their recommendations to pension plan participants. A financial advisor can provide…

Why Is Sequence of Return Risk So Important for Retirement Planning?

What’s more important, the investment rate of return or the order in which the investment returns are realized? Ask any investor and no doubt the prevailing sentiment would be the rate of investment return. In fact, the sequence of investment returns may be just as, if not more, critical to your retirement assets once withdrawals…

How Best to Manage an Investment Portfolio: Strategic Versus Tactical Asset Allocation

In 2013, the S&P 500 index was up 32.15%, while the overall bond market had declined in value. So what are investors to do now? That depends on what your investment policy statement states, which details your investment portfolio asset allocation and how it is to be adjusted over time. There is little debate amongst…

Category Archives: Florida Retirement System

New Fiduciary Rule Proposed By Labor Department Designed to Bolster Financial Advisor Fiduciary Responsibilities

Fiduciary Duties Managing Pension Assets within a Self-Directed Brokerage Account

Why Is Sequence of Return Risk So Important for Retirement Planning?

How Best to Manage an Investment Portfolio: Strategic Versus Tactical Asset Allocation

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