“Surveys show about half of investors don’t know how much they’re paying for advice, and about one in six think they pay nothing.”
Tag "AARP"
More regulatory silliness, Son of Fiduciary? and Looking for Mr. Low-Fee Bar.
Fiduciary Scorecard: SEC down and DOL out; 12b-1 matters; and TDFs might not (in the way you think they do)
Lotta regulator noise, fiduciary fallout, and DOL comes clean on “social” investing.
Punting Pensions, Uncovering Hidden Fees, and Investing Concerns.
What can be done when surveys show the public already believes all investment service providers always act in their best interests?
A greedy government grab, more fiduciary follies, and investment “rules” exposed as sales pitches.
Government retirement plan takeover progressing in drips, an interesting fee conundrum and fiduciary fisticuffs.
Government Yin/Yang, Is Fee Disclosure Working? and Has Index Investing Jumped the Shark?
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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.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/11/19
Potpourri, a fiduciary surprise, and “Out of Date” (Part Deux).