Son of Big Brother, Artificially flavored fiduciary, and products, not investments.
Tag "403b"
What currently much discussed 401k “need” was successfully fought by the PSCA in the 1950s?
It’s IRA Time, fiduciary ins and outs and the importance of conflicts-of-interest.
If these are so obvious, why are lawmakers ignoring them – and even going in the opposite direction?
…or are they worse than Ponzi Schemes? And why would anyone think the government can run a retirement plan in the first place?
It’s Washington vs. Main Street regarding the best for retirement plans, and it’s Wall Street vs. Main Street regarding the best for retirement investors.
Government teases, the court squeezes and history repeatses.
Gov Wants Your Retirement, Spirit of Fiduciary and are plan sponsors too patronizing when it comes to investments?
If you give 401k investors enough rope, are you responsible if they hang themselves?
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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) active Annuity Asset Allocation auto-enrollment baby boomer court ruling DOL ERISA ETF fee Fee Disclosure Rule fiduciary Fiduciary Rule Fiduciary Standard HSA IRA IRS liability MEP Millennial Modern Portfolio Theory mutual fund passive pension plan participant plan sponsor QDIA retirement revenue sharing 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 9/18/15
States Marching, Fees Leading, and What Does “Fiduciary” Matter, Anyway?