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The Three Biggest Mistakes Retirement Savers Make During Down Markets
It is critically important that retirement savers make a long-term game plan for their savings and investing strategy.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/29/16
Insane compliance, a whole new fiduciary world, and bad news for index funds
401k Fiduciary Alert: Regulators Targeting 12b-1 Fees, Is Revenue Sharing Far Behind?
You may not remember this, but several months ago the SEC penalized three AIG affiliates $7.5 million for charging $2 million in extra 12b-1 fees as a result of directing clients into these higher fee share classes when less expensive share classes were available (“SEC fines AIG advisors $9.5M,” CNBC, March 15, 2016). If you […] Read Full Article
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/22/16
Welcome to FiduciaryNews.com Trending Topics. Each Monday, we’ll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks. If you smile when you read these entertaining snippets, well, that’s the idea. If you think we’re missing something […] Read Full Article
Exclusive Interview with Michael Kitces: DOL Fiduciary Rule a “Pivotal Moment”
“The SEC systematically failed to enforce for the past two decades, and now the DOL has by necessity forced the issue.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/15/16
Welcome to FiduciaryNews.com Trending Topics. Each Monday, we’ll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks. If you smile when you read these entertaining snippets, well, that’s the idea. If you think we’re missing something […] Read Full Article
Who is Using The Child IRA Right Now
The Child IRA is not only a great idea, it’s an active strategy being used by professionals right now.
How to Take Advantage of The Child IRA Under Current Laws
Current or prospective parents and grandparents may be interested in looking into child modeling as a way for their children and grandchildren to generate the earnings necessary to take advantage of The Child IRA.
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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.