Son of Big Brother, Artificially flavored fiduciary, and products, not investments.
Tag "401k"
401k plan participant concerns come in three varieties: Those you know about and should do something about; Those you know about and shouldn’t do something about; and, Those you don’t know about and better do something about right now.
Uncle Sam Wants Your Retirement, Fiduciary Reruns, and TDFs under fire.
Government IRA takeover questions, “Best Interests” truthers, and courting fees.
A greedy government grab, more fiduciary follies, and investment “rules” exposed as sales pitches.
Government paranoia, fee confusion and the real fiduciary questions.
Ruining retirement, Tibble squabbling, and income innuendo.
How many of these did you foresee coming?
SCOTUS Ruling, Fee estrangement, and Investment push back
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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
Info for Professionals
Blogroll
Tags
12b-1 401k 403b 408(b)(2) Annuity auto-enrollment baby boomer court ruling DOL ERISA ETF fee Fee Disclosure Rule fiduciary Fiduciary Rule Fiduciary Standard HSA IRA IRS liability Marcia Wagner MEP Millennial Modern Portfolio Theory mutual fund passive pension plan participant plan sponsor QDIA retirement revenue sharing Richard Bavetz risk RMD Rollover Roth saving SEC Social Security state-run retirement plans target date fund tax TDF top 10
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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.