Browse Fiduciary duties topic

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Articles

Title	Author	Type	Date	Words
Fiduciary Requirements For Disclosure In Participant-Directed Individual Account Plans; Proposed Rule.			Aug 12, 2008	1532
In Brief: Good-Faith Chapter 11 Filing Determination Defeats Fiduciary Duty Breach Claim.			Aug 12, 2008	1189
Licensure Required for California's Professional Fiduciaries as of July 1, 2008.			Jul 16, 2008	468
A "Changed Landscape" May Render Plan Administrators Liable For Breaches Of Fiduciary Duty In Administering 401(k) Accounts.		Reprint	Jul 11, 2008	984
Metlife V. Glenn: Supreme Court Cautions On Conflicted Fiduciaries Deciding Claims.		Case overview	Jun 30, 2008	1853
Beneficiaries' Rights To The Disclosure Of Trust Documents.			Jun 26, 2008	2485
Atlanta Retirement Advisor Earns Accredited Investment Fiduciary (AIF(R)) Designation From fi360.			Jun 24, 2008	224
CT Law Tribune - Help Fledgling Fiduciaries Learn To Fly.	Mellitz, Jeremy		Jun 11, 2008	1656
Is There A Duty Of Good Faith In Construction Contracts?	Linneman, Charlene		Jun 5, 2008	1444
Courts Give Corporate Boards Added Flexibility in Restructurings.	Foreman, Michael		Jun 4, 2008	2268
Protection Of Trade Secrets And Confidential Information.			Jun 4, 2008	6421
STAR Trusts.			Jun 3, 2008	1379
Unit Trusts.			Jun 2, 2008	3395
Fiduciaries and the 990: your organization's governance is transparent.	Berger, Harvey J.; Gluth, Garrett B.; Goller, D. Greg		Jun 1, 2008	1697
Nationwide Retirement Plans Unveils Plan Sponsor Fiduciary Bill of Rights.			May 30, 2008	1017
The Role Of Guernsey In International Estate Planning.			May 29, 2008	1290
Retirement Plan Service Provider May Be Liable For Breach Of ERISA Fiduciary Duty In Cross-Selling Rollover IRAs Invested In Proprietary Mutual Funds.			May 8, 2008	3746
Managed Trust Companies In Guernsey.			May 8, 2008	597
Judge Rules Cadiz v. Metropolitan Water District Case to Be Heard by Jury; Trial Set for May 5, 2008 to Hold Metropolitan Accountable for "Breach of Fiduciary Duty" Claim.			Apr 21, 2008	897
Ontario Court Confirms No Fiduciary Relationship Arises In Ordinary Course Of Trade-Mark Licensing.		Case overview	Apr 18, 2008	583
Help for Retirement Plan Sponsors Struggling with New Fiduciary Issues.			Apr 17, 2008	433
Would A Prudent ERISA Fiduciary Invest In Subprime Mortgage Securities?	O'Hara, Matthew	Report	Apr 16, 2008	1690
CCO Shareholder Concerned About Fiduciary Issues.			Apr 7, 2008	594
U.S. Supreme Court Rules Monetary Relief Is Available For Claim Fiduciary Breach Caused Losses To An Individual's 401(k) Plan Account.			Apr 7, 2008	1033
DOL Guidance: ERISA Fiduciary Responsibility To Monitor And Collect Delinquent Contributions.			Apr 2, 2008	1218
New U.S. Supreme Court Decision Opens The Door To Lawsuits By Participants Of 401(K) Plans.		Case overview	Apr 1, 2008	1528
Alpha Fiduciary Wealth Management Launches Client-Friendly Web Site at www.alphafwm.com.		Website overview	Mar 24, 2008	545
Supreme Court Gives "Green Light" To ERISA Breach Of Fiduciary Duty Claims Related To Individual 401(k) Participant Accounts.			Mar 18, 2008	1083
Supreme Court Allows ERISA Relief For Individual Plan Accounts.			Mar 18, 2008	791
Supreme Court Permits Employees To Sue Fiduciaries For 401(K) Losses.			Mar 10, 2008	879
Girard Gibbs LLP Investigates Possible Violation of Fiduciary Duties by Executives of Diebold, Inc.			Mar 7, 2008	238
Supreme Court Holds That ERISA Authorizes Individual Suits For Lost-Profits Damages In Defined Contribution Plan Caused By Breach Of Fiduciary Duty.			Mar 4, 2008	1083
LaRue: Supreme Court Expands Rights Of Individual 401(k) Plan Participants To Recover For Losses Caused By Fiduciary Breaches.			Mar 4, 2008	803
Supreme Court Expands Remedies Available For ERISA Fiduciary Breach Claims.			Feb 28, 2008	1332
Transamerica Offers New, Easy-to-Use Fiduciary Management Program Featuring a Fiduciary Warranty.			Feb 11, 2008	707
Trinity Fiduciary Announces Launch of New Socially Responsible Index.			Feb 6, 2008	764
Deepening insolvency: an emerging threat? Legal theory's development raises liability risks for auditors.	Hnatt, Kelly M.		Feb 1, 2008	1845
Today's disputes and duties in closed corporations.	Ketchey, Charles, Jr.; Remington, Bridget E.		Feb 1, 2008	3861
Nationwide's Retirement Innovator Offers Fiduciary Protection and a Simpler Retirement Plan Option for Small Businesses.			Jan 30, 2008	667
Fiduciary Management: Blueprint for Pension Fund Excellence.			Jan 29, 2008	282
Exciting Times.		Reprint	Jan 21, 2008	962
Prudent investment practices: CPAs who provide investment advice to their clients will be held to a fiduciary's civil standard of conduct. Thus, it is prudent to know and understand best practices for fiduciaries.	Blackman, Clark M., II		Jan 1, 2008	568
Placer County has sued former Planning Commissioner Michelle Ollar-Burris for fraud, violating her fiduciary obligations as a planning commissioner and unfair business practices.			Jan 1, 2008	139
CalSTRS Seeks Independent Fiduciaries for Its Private Equity Proactive Portfolio.			Dec 20, 2007	231
The Corporate Opportunity Principle.			Nov 20, 2007	1973
The Principal Financial Group Eases Fiduciary Responsibilities for ESOP Plan Sponsors.			Nov 8, 2007	568
Progress Report On The Regulation Of Fiduciaries, Administration Businesses And Company Directors Bill Of 2006.	Neocleous, Elias		Nov 5, 2007	1140
Delaware Supreme Court Limits Scope Of "Zone Of Insolvency" Fiduciary Duties.		Case overview	Oct 12, 2007	1123
Helping Fiduciaries Navigate Complex Requirements.			Oct 10, 2007	620
Focus Financial Partners Acquires Five RIA Firms, Further Expanding its Leadership in Fiduciary Wealth Management.			Oct 4, 2007	517
Fiduciary Benchmarks Launches New Service for Retirement Plan Industry.			Oct 3, 2007	394
Mortgage brokers--what fiduciary duties exist? The debate has been long brewing over whether mortgage brokers owe a fiduciary duty to their borrowers. Here's an update drawn from case law and newly enacted measures.	Negroni, Andrea Lee; Raha, Joya K.		Oct 1, 2007	2361
Securian Associates Earn Fiduciary Designation En Masse.			Sep 25, 2007	408
First Trust/Fiduciary Asset Management Covered Call Fund Board Approves Chartwell Investment Partners, L.P. as New Investment Sub-Advisor and Approves Change in Fundamental Investment Restriction.			Sep 24, 2007	603
First Trust/Fiduciary Asset Management Covered Call Fund Declares Long-Term Gain Distribution of $0.0572 per Share.			Sep 10, 2007	392
First Trust/Fiduciary Asset Management Covered Call Fund Declares Quarterly Distribution of $0.40 per Share.			Sep 7, 2007	463
Federal District Court Dismisses Shareholder Suit Alleging Fund Board Breached Fiduciary Duty in Approving New Advisory Contract and Issued Misleading Proxy Materials to Shareholders Regarding Contract Approval.		Case overview	Aug 30, 2007	3039
Mortgage Industry Leader -- NAMP -- Calls for Fiduciary Relationship between Mortgage Agent and Borrower.			Aug 28, 2007	550
Directors' Fiduciary Duties After Netsmart.			Aug 23, 2007	1257
Delaware Chancery Court Rules On Fiduciary Duties, Proxy Disclosure And Revlon Duties.	Lese, Laurence S.; Wagner, Tausha A.	Case overview	Aug 2, 2007	5534
Pension Governance, LLC Offers Webinars for Pension Fiduciaries about Hedge Fund Risk Management.			Jul 9, 2007	443
AllianceBernstein Research Paper Urges Defined Contribution Plan Sponsors to Evolve with Changing Fiduciary Standards.			Jul 9, 2007	781
Collingwood Hotel Pty Limited v O'Reilly; Night Knowledge Security Pty Limited v O'Reilly.	Hill, Susan	Case overview	Jul 3, 2007	1627
Pension Governance, LLC Offers Webinars for Pension Fiduciaries about Hedge Fund Valuation and Blow-Up Risk.			Jun 25, 2007	354
AllianceBernstein Hosts a Conference Call about Evolving Fiduciary Responsibilities, along with a 401K Class Action Litigation Update.			Jun 20, 2007	631
Police Officers' Lawsuit against the City of San Diego for Breach of Contract, Fiduciary Duty and Trust in Underfunding Its Pension Moves Closer to Trial.			Jun 14, 2007	637
Delaware Supreme Court Blocks Creditor From Asserting Direct Claims Against The Directors Of Delaware Corporation That Is Insolvent Or Operating In The Zone Of Insolvency.			Jun 7, 2007	2194
First Trust/Fiduciary Asset Management Covered Call Fund Declares Quarterly Distribution of $0.40 per Share.			Jun 7, 2007	421
Third Circuit Ruling: The Fiduciary Exception To The Attorney-Client Privilege Does Not Apply To Legal Communications Between A Health Plan Insurer And Its Counsel.	Stanley, Paige		Apr 24, 2007	809
Revision Of The Trust (Guernsey) Law 1989 Is Completed.	Niven, Peter		Apr 24, 2007	525
Second Circuit Holds That Mere Auditor "Review" Of Quarterly Financials Will Not Give Rise To Liability Under The Federal Securities Laws.	Raylesberg, Alan		Apr 2, 2007	1025
Three 401(k) plan risks every company fiduciary should know.	Studdard, Lance T.		Apr 1, 2007	767
Three convicted of disorderly conduct in Bangor Trident case.			Mar 22, 2007	366
First Trust/Fiduciary Asset Management Covered Call Fund Declares Quarterly Distribution of $0.40 per Share.			Mar 9, 2007	421
MHP Asset Management/Fiduciary 1 Trust Management.			Mar 2, 2007	41
The art of the fiduciary.	McKay, Gail N.		Mar 1, 2007	2491
CPAs as trust protectors: helping clients build flexibility and additional oversight into their trusts is a manageable, meaningful new niche.	Allmon, Michael B.		Mar 1, 2007	2404
DALBAR Announces Enhancements to 401(k) Adviser Certification and Fiduciary Adviser Network (FAN) in Response to DoL Requiring Due Diligence for Advisers.			Feb 6, 2007	479
Focus Financial Partners Reaches National Scale Creating One of the Largest Independent Fiduciary Wealth Management Firms.			Jan 30, 2007	590
Healing, not squealing: recent amendments to Alberta's Health Information Act.	Bailey, Tracey M.; Penney, Steven		Jan 1, 2007	8474
First Trust/Fiduciary Asset Management Covered Call Fund Declares Quarterly Distribution Totaling $0.40 Per Share.			Dec 12, 2006	402
Citigroup Announces Introduction of Fiduciary Transition Management Services for North American Clients.		Company overview	Nov 15, 2006	445
Free fiduciary seminar from the dol.			Nov 1, 2006	95
Friends in high places, I.		Brief article	Nov 1, 2006	61
Miami Vice.		Brief article	Nov 1, 2006	33
A New Standard For Forfeiture Of Trustee Fees?			Oct 3, 2006	506
Free fiduciary seminar.			Oct 1, 2006	95
Michael Carlson Receives Accredited Investment Fiduciary Designation.			Sep 21, 2006	186
DALBAR and PLANSPONSOR to Create Fiduciary Adviser Network (FAN).			Sep 18, 2006	616
Wilmington Trust Adds Senior Fiduciary Advisor in California; Kenneth A. Feinfield Hired to Lead Trust Administration in State.			Sep 8, 2006	587
New guidance on qualifying OPEB plan trusts and fiduciaries.			Sep 1, 2006	63
JennisonDryden Introduces Investment Monitor for Financial Advisors; Time-saving Report Helps Advisors Meet Their 401(k) Fiduciary Responsibility.			Aug 7, 2006	469
SB 1550 update: professional fiduciary bill amended.			Aug 1, 2006	117
Costa Brava and Greenwood Capital, Substantial Shareholders of Sport Supply Group, Inc., File Lawsuit Alleging Breaches of Fiduciary Duty against Collegiate Pacific, Inc., and Others.			Jul 17, 2006	436
Delaware Supreme Court Affirms Business Judgment Safe Harbour by Ruling in Favour of Disney Directors.		Case overview	Jul 13, 2006	982
The business judgment rule in Florida - on paper and in the trenches.	Carroll, James F.		Jul 1, 2006	3177
Sixth Circuit Court of Appeals Interprets the Duties Imposed on Banks That Market Derivative Products and Rejects a Duty of Appropriateness.			Jun 4, 2006	601
FinCEN Issues Final Rule Regarding Mutual Fund Reporting of Suspicious Transactions.			May 22, 2006	2427
TechnoConcepts investors file suit over technology transfer.	Madler, Mark R.		May 8, 2006	616
What is your fiduciary IQ?	Schirick, Edward A.		May 1, 2006	1440