Ted Benna says ERISA/PBGC – not the 401k – killed pension plans and that pensions no longer make sense given our current job-hopping demographics. He also says a lot more in this must read interview.
Tag "auto-enrollment"
Millennial-Centric Retirement Policy, Fiduciary by any other name, and Why the latest Fiduciary Rule fee move shouldn’t surprise you.
Dire prediction for Social Security, when it rains it pours (for fees), and two sides of the same investment coin.
Insane compliance, a whole new fiduciary world, and bad news for index funds
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Simpler is better, the Fiduciary Paradox, and volatility isn’t risk.
Failing to learn from history, Fiduciary Rule shortcuts, and back to investing basics.
Policy Insanity, Now the Real Fiduciary Questions, and Back to Investing Basics
Would a “Child IRA” be more successful with an associated government matching program?
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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 12/23/16
Why not State Plans, fiduciary crowd-sourcing, and fee rewind.