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Tag "fiduciary"

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

DOL Audit prep, investment advice and fiduciary liability and life without a fee disclosure guide.

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

Coming Soon in 2013: The Great 401k Fight! Fiduciary Angst! and Death by Fees!

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401k Fee Disclosure: What 6 Months Tells Us

A warning is not the same as protection.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/30/12

Washington mulls killing the 401k, misinterpreting Fee Disclosure and its back to the future for 401k options.

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Will Fiscal Cliff Deal Harm 401k Investors?

Either way, messing with the tax code will hurt current and future retirees.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/16/12

Will retirees pay for Washington’s fiscal mismanagement? Has pinning the fiduciary onus on plan sponsors been the wrong approach all along? And more…

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A How-To Guide: Investing Using the Total Return Method or the Assigned Asset Method

In music, you start at the very beginning. With investment goals, you start at the very end.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/9/12

The unfortunate truth behind why traditional pensions failed, why Bogle might be hurting the fiduciary cause and why fee disclosure hasn’t worked.

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A Better Way to Help 401k Investors Choose Among Options

Before you even consider investment style, identify your time requirement.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/2/12

A new 401k revolution? Fiduciary auditions at the SEC? Asset allocation a dinosaur?

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