The government sting, the fiduciary misdirection, and the fee hook.
Tag "Annuity"
More myIRA, SEC’s turn at Fiduciary, and rate hike worries.
The Camel’s Nose. the Faustian Fiduciary Bargain, and an Ode to the Annuity.
Rethinking Retirement Policy, Fees that Matter, and Keeping Investment Simple.
Retirement’s Oliver Hardy Moment, Kitces’ Catch-22, and media disses equities.
Ponzi pensions, states’ retirement rights and investing the wrong way.
The Great Government Retirement Grab, Fiduciary deadline ends (now the real show begins) and Fees – You can’t retire with them, you can’t retirement without them.
Why have these people failed to learn from history and what can be done to prevent them from hurting themselves?
Son of Big Brother, Artificially flavored fiduciary, and products, not investments.
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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 12/4/15
Reg changes, Robo-Fiduciary, and Investment Wisdom.