Just because you don’t have a fiduciary duty to other employees doesn’t mean you shouldn’t continue to think like a fiduciary.
Tag "cash balance"
Pension problems, spaghetti regs, and the never ending battle between stocks and bonds.
State-run wrongs, advice vs. sales, and the consequences of fee compression.
Fiduciary freedom, colleges getting schooled on fees, and the virtue of investing patience.
The Camel’s Nose. the Faustian Fiduciary Bargain, and an Ode to the Annuity.
Government IRA takeover questions, “Best Interests” truthers, and courting fees.
The Pension Ponzi Scheme’s Ponzi Scheme, interest rises in excessive fees, and investment common sense.
Moving forward on fiduciary without the regulators, yet more fee “disclosure,” and schizophrenic investing
Industry slams Obama Retirement Tax Plan, the coming Fiduciary Showdown and back to the old normal regarding 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
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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/26/18
MEP Fever and Carly Simon sings “Fiduciary” (to the tune of “Anticipation’).