We asked retirement advisors from across the country whether they felt SECURE 2.0 had been over-hyped or represented a game changer. Here’s what they said on a few key issues.
Tag "catch-up"
The State in Flux, “Fiduciary” as product, and 12b-1 redux.
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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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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.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/17/17
Government gangsters, boxers, and fee mongers.