Reg changes, Robo-Fiduciary, and Investment Wisdom.
Tag "401k"
Changing retirement plans, government fiduciary breach, and more mutual fund silliness.
What is motivating the government to offer a product when there are already better free market alternatives available?
The government sting, the fiduciary misdirection, and the fee hook.
Ron also says to “sunset” BICE, eliminate all conflicts-of-interest, and don’t trust FINRA.
More myIRA, SEC’s turn at Fiduciary, and rate hike worries.
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If you’re a plan sponsor, it’s time to review how your plan measures up against these design elements. If you’re looking to become a plan sponsor for a new plan, consider whether or not you should include these design elements.
401k “Crisis,” Fiduciary head-fake, and QLAC as savior?
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Government Resources
- DOL: elaws – ERISA Fiduciary Advisor
- DOL: Fiduciary Education Campaign: Getting It Right – Know Your Fiduciary Responsibilities
- DOL: Getting Ready for Changes In Filing Your Plan’s Annual Return/Report Form 5500
- DOL: Meeting Your Fiduciary Responsibilities
- DOL: Reporting and Disclosure Guide for Employee Benefit Plans
- DOL: Selecting An Auditor For Your Employee Benefit Plan
- DOL: Selecting And Monitoring Pension Consultants
- DOL: Tips For Selecting And Monitoring Service Providers For Your Employee Benefit Plan
- DOL: Understanding Retirement Plan Fees And Expenses
- DOL: What You Should Know About Your Retirement Plan
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/11/15
Crazy ideas that just might work, following the money, and crazy ideas that just don’t work.