The best way to identify problems is to talk to the people working on the front lines. Same for identifying the best way to solve those problems.
Commentary
A cornucopia of compliance concerns, Was Godot a fiduciary? and strange complaints about fee disclosure.
Fiduciary dance continues, policy wonk follies and and silly investment ideas.
Courts sound out on Fiduciary Duty, conflicts-of-interest and DOL eyes brokerage windows.
Gov pulls an Urkel, fees falling in the forest and basic investment questions.
Fiduciary steps forwards, more on fees and investments schminvestments
Fiduciary Tango Continues, the 401k Fee Treasure Map and KISS Investing.
IRA Rollover Worries, 401k fee misfire and ODing on indexing.
SEC Clueless, fumbling fee professors back and investment option risk.
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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
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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/25/14
Compliance mess, fee hints and same old same old for investments.