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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/27/18
FutureWorld of Retirement, The Zombie Fiduciary, and Treating Social Security Like a Bond.
The Three Most Important Practical Things You Must Know as a Professional Fiduciary
Here’s the beginning of an operational definition of what it takes to be a good fiduciary (first of three installments).
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/20/18
Legislative Odds-Making, the True Cost of Low Fees, and When “Safe” Investing Isn’t Safe.
Exclusive Interview: NAPA President-Elect Jania Stout Explains How to Keep HSA From Cannibalizing Retirement Savings
“…anytime we are talking about disclosures, don’t make them like the lovely 404a notices. Make them simple and easy to understand. Otherwise you lose the whole point of the disclosure.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/13/18
Fiduciary Rule not dead yet? Tax reform means plan document update? And why the quietude on investments?
Ongoing Debate: When (If Ever) Can a Fiduciary Legally Engage in Self-Dealing?
On the face of it, there appears to be little room for debate. Upon closer examination, however, the specifics of particular circumstances can muddle things up. Would you like to see what we mean by this? Here’s what you get when you ask the experts whether or not a fiduciary can ever legally engage in self-dealing.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/6/18
Be wary of these regulatory plugs, marketing buzz, and investment fads.
Must Read for the Summer: Top Fiduciary Questions 401k Plan Sponsors Must Ask (But Sometimes Don’t)
Would you rather have the nuts and bolts practical guide for what to ask or the theoretical questions that tend towards the philosophical? Most 401k plan sponsors are too busy for theory, that’s why they’ll prefer to focus on these questions.
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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.