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How Should a Fiduciary Treat Social Security in Retirement Planning – A Generational Overview

    How Should a Fiduciary Treat Social Security in Retirement Planning – A Generational Overview

Perhaps, when planning for retirement, self-security is more important than Social Security.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/21/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/21/15

Rethinking Retirement Policy, Fees that Matter, and Keeping Investment Simple.

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

    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

    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

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

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

  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

  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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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.
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