Insane compliance, a whole new fiduciary world, and bad news for index funds
Commentary
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Fiduciary Twists, Behavioral Subtleties, and Market Timing Failures.
Simpler is better, the Fiduciary Paradox, and volatility isn’t risk.
Compliance tug of war, John Oliver speaks, and a truce in the passive-active war.
Failing to learn from history, Fiduciary Rule shortcuts, and back to investing basics.
Fiduciary suit, a fee Gotcha! and an indexing Oops!
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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
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/12/16
Fiduciary freedom, colleges getting schooled on fees, and the virtue of investing patience.