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FiduciaryNews
Commentary
Discover a point of view you may not have seen but you always knew. There’s no limit to the topics here — expect anything from blunt opinion and provocative insights to breaking news.
Opinion
Anything from playful banter to biting satire to serious rhetorical considerations, come read and enjoy as we go beyond the headlines and into the meat of the issue.
Trending Topics
A run down of top stories, blogs and web-site postings from the previous week – complete with links and the kind of snarky commentary you’ve come to know and love.
Compliance
Whether you’re an ERISA/401k fiduciary, an individual trustee or a professional fiduciary, you must comply with federal, state or self-regulatory agencies. The material in this section focuses on practical implementation.
MEP/PEP
Everything you need to know about pooled 401k vehicles, from compliance to operations to marketing.
Conflicts of Interest
All fiduciaries – whether they deal solely with retirement plans, individual trusts or act in a professional category – have a duty to avoid self-dealing. This applies to your vendors, too. Learn how to sniff out hidden conflicts-of-interest, what circumstances might increase their likelihood and how to avoid them.
Fees
Betcha don’t know all the fees you’re paying – and we mean ALL the fees. Sometimes fees matter, sometimes they don’t. Here we reveal the latest on when fees count and where to find hard-to-find fees.
Due Diligence
Here you’ll find information covering all aspects of investments, from designing an appropriate investment policy statement, to selecting and monitoring professional advisers, to the significant of investment options and how “safe” choices can actually increase fiduciary liability.
Education
Whether you’re a fiduciary responsible for keeping up to date or one who wants to provide education to beneficiaries, this section provides easy to understand instruction and ideas to accomplish your task.
Investors
Selected Chapters from “What’s My Number?”
Advanced
If you think you know just enough to be dangerous, you probably do.
Intermediate
For those who’ve already started saving but want to move to the next level.
Basic
Strictly for beginners or folks who haven’t been around in a while and want to catch up.
Plan Sponsors
Important lessons for all ERISA plan sponsors.
Interviews
Great insights from industry thought leaders.
2020 401k MEP/PEP (Virtual) Conference – Wed/Thur August 26/27 – Would you like to register now? Click here.
Hosting an industry conference? Ask us about including it in this ticker.
Interested in learning more about The Child IRA? Click here.
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