Uncle Sam Wants Your Retirement, Fiduciary Reruns, and TDFs under fire.
Tag "Roth"
Government IRA takeover questions, “Best Interests” truthers, and courting fees.
A greedy government grab, more fiduciary follies, and investment “rules” exposed as sales pitches.
Government paranoia, fee confusion and the real fiduciary questions.
Government retirement plan takeover progressing in drips, an interesting fee conundrum and fiduciary fisticuffs.
Fiduciary battle begins, investment product problems, and retirement confidence rises.
Nationalizing retirement? Fudging Fiduciary? Revenue Shearing (no, that’s not a typo).
Regulators all in, the fall of 12b-1 fees and why do we keep talking about investments?
Ponzi Public Pensions, Fiduciary Battles, and Fee Discord.
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Government Resources
- DOL: elaws – ERISA Fiduciary Advisor
- DOL: Fiduciary Education Campaign: Getting It Right – Know Your Fiduciary Responsibilities
- DOL: Getting Ready for Changes In Filing Your Plan’s Annual Return/Report Form 5500
- DOL: Meeting Your Fiduciary Responsibilities
- DOL: Reporting and Disclosure Guide for Employee Benefit Plans
- DOL: Selecting An Auditor For Your Employee Benefit Plan
- DOL: Selecting And Monitoring Pension Consultants
- DOL: Tips For Selecting And Monitoring Service Providers For Your Employee Benefit Plan
- DOL: Understanding Retirement Plan Fees And Expenses
- DOL: What You Should Know About Your Retirement Plan
Info for Professionals
Blogroll
Tags
12b-1 401k 403b 408(b)(2) active Annuity Asset Allocation auto-enrollment baby boomer court ruling disclosure DOL ERISA ETF fee Fee Disclosure Rule fiduciary Fiduciary Rule Fiduciary Standard HSA IRA IRS liability MEP Millennial Modern Portfolio Theory mutual fund passive pension plan participant plan sponsor retirement revenue sharing risk RMD Rollover Roth saving SEC Social Security state-run retirement plans target date fund tax TDF top 10
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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/31/15
Ponzi pensions, states’ retirement rights and investing the wrong way.