“Hopefully,” says Reese, “this past year gave employers a better understanding of what they need to look out for to act as fiduciaries for their plan participants.”
Tag "DOL"
Compliance craziness, Fiduciary Rule rising, and tossing MPT (and Indexing, too?).
The current environment abounds with many temptations that try to lure the unsuspecting fiduciary. Here are five very relevant examples.
It goes without saying there are risks when one plays politics with other peoples’ money. The depths of the ensuing fiduciary liability will only be tested when the tort bar brings the matter to court. Until then, fiduciaries may wish to proceed with caution.
State-run suspicions, the funny thing about fees, and investing’s good old days.
“As for as the pre-release discussion of the Trump tax plan, I would just ignore it. It’s short on details, which raises too many questions.”
States don’t run, fee scruples, and Bogle’s Bombshell.
The Changing Retirement Landscape, Cheap Fiduciary Talk, and See, We Told You So!
401k ascending, Fiduciary delayed but debated, and the perils of performance.
Vote in our Poll
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 6/2/17
Retirement policy conflicts, shifting sands of fiduciary, and turning the screw on MPT.