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Tag "408(b)(2)"

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/28/12

Are we doomed to repeat past retirement plan mistakes? Is the Fiduciary Standard this easy? Ongoing fee disclosure confusion and bad news for popular 401k investments (and their investors).

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/21/12

Why you should always take the money and run, always listen to dad and never believe what you read in the papers.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/14/12

An excellent example of why you should never get your 401k news from the mass media, Bogle bungles Fiduciary Standard last stand, DOL issues participant fee guidance and more.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/24/12

The Pension Plan NIMBY, putting the Fiduciary Standard in a compromising position and reinterpreting Fee Disclosure based on personal interests.

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Experts Advise 401k Plan Sponsors on 408(b)(2) Fee Disclosure Template

Did the DOL miss the boat by not offering a definitive “apples-to-apples” comparison template?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/27/12

Public pensions – an idea whose time has passed, self-directed peril, guess what’s happened because of fee disclosure and crazy mixed up investors.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/6/12

Fixing the pension fund hole, FINRA tries to make “suitability” more like “fiduciary” and a plethora of article on 401k fees (as if you didn’t have enough already).

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Zen and the Art of Fee Disclosure: What 401k Plan Sponsors Can Expect from 408(b)(2) Service Provider Disclosures

If a fee falls in the forest, will a 401k plan participant hear it?

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Second Look at Headline Grabbing 401k Fee Survey Reveals Major Questions

In the rush to get the headline, did the mass media just do a grave disservice to 401k plan sponsors and investors?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/11/12

Meddling politicians, the infantile Fiduciary debate, a DOL surprise and a totally backwards approach to giving investment advice – what more can you ask for?

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