The Coming Thing, the problem with money and typical signs of an overbought market.
Trending Topics
Washington musical chairs, annuities and fiduciary liability, and investment mumbo jumbo.
Fiduciary showdown, sneaky fees, and an investment “oops!”
Staying ahead of the tax collector, fiduciary why not? and Safety Last.
Dumbest idea ever, fiduciary war! and investing truth.
IRA crackdown, fiduciary put down and investment run down.
Longevity mania, Zeno’s Fiduciary Paradox, and why fee disclosure doesn’t work (for the umpteenth time.
The Impact of Election, DOL targets advisor fees and Viannuity?
Political tea leaves, the madness of fees, and the enemy of the investing good.
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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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5 “Must Read” Articles for the 401k Plan Sponsor and Fiduciary
You must read these because everyone else is. And if everyone else is and you’re not, they’ll know more than you. Is that what you want?