Basic Members

Exclusive Interview: Congressman Tom Marino says “Young Working Americans Can Get Excited About” Child IRA

In this amazing interview, each answer could write its own headline!

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/14/15

Social Security Birthday, Fiduciary Hearings, and Turning the Investing Tide.

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Summer Blockbusters: Movies that Teach Rights and Wrongs of Financial Literacy

What are your favorite financial literacy lessons learned from classic movies? Sometimes you’ll discover important financial lessons where you least expect them. This applies to movies just like anything else. Of course, sometimes you’ll find those schoolings exactly where you’d expect them. Classic Hollywood movies run the gamut from romance to comedy, from drama to […] Read Full Article

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/7/15

Retirement’s Oliver Hardy Moment, Kitces’ Catch-22, and media disses equities.

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Square Peg QLACs Can’t Seem to Fit in 401k Fiduciary Round Hole

The numbers suggest the QLAC product isn’t quite ready for prime time.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/31/15

Ponzi pensions, states’ retirement rights and investing the wrong way.

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When Must a Fiduciary Just Say “No” to a Client?

When it comes to being a fiduciary, the customer is, most assuredly, not always right.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/24/15

The Great Government Retirement Grab, Fiduciary deadline ends (now the real show begins) and Fees – You can’t retire with them, you can’t retirement without them.

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