Is the industry up to the task of leading the charge towards retirement readiness?
Tag "auto-enrollment"
Reg changes, Robo-Fiduciary, and Investment Wisdom.
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If you’re a plan sponsor, it’s time to review how your plan measures up against these design elements. If you’re looking to become a plan sponsor for a new plan, consider whether or not you should include these design elements.
Social Security Birthday, Fiduciary Hearings, and Turning the Investing Tide.
IRS tries hard, fiduciary home stretch, and 12b-1 fees in the doghouse.
Government Yin/Yang, Is Fee Disclosure Working? and Has Index Investing Jumped the Shark?
Dedicated and disciplined savings is the best way to insure a comfortable retirement, and, after all, isn’t that what it’s all about?
If these are so obvious, why are lawmakers ignoring them – and even going in the opposite direction?
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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 2/5/16
Real retirement plan solutions, a fiduciary user’s manual, and sage investment advice returns.