Members Articles
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/2/13
Pension Run Amok! Fiduciary in the Fast Lane (Not!) and relearning investments.
Compounding: The 401k Equivalent of Cruise Control
Tax-deferred compounding is the retirement saver’s silent partner on the journey to retirement success.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/26/13
Pension Ponzi run amok, rebooting 408(b)(2) and the folly of investment products.
Exclusive Interview with Tamar Frankel: DOL Should Return to ERISA’s Original Definition of Fiduciary
The DOL changed the original ERISA definition of Fiduciary to exempt marginal players. Those players are no longer marginal.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/19/13
A fiduciary sea change? Remember Fees? Investors and The Magician’s Trick.
401k Fee Disclosure One Year Later: What We’ve Learned
The DOL’s new 401k Fee Disclosure Rule, while its effectiveness might be suspect, has empowered plan sponsors.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/12/13
Senate aims to hurt retirement investors, dumbing fiduciary down and why annuities are bad.
The Retirement Saver’s Secret (as in “Under Appreciated”) Weapon
There’s the usual reason people say to save in tax-deferred retirement plans, then there’s this, much sexier, reason.
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The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.


