Here’s your chance to see a real example of the new DOL 401k Disclosure Rule in practice. Complete with links to vital DOL documents.
Tag "DOL"
It’s not like folks hid their Target Date Fund gripes. The question is: Was the DOL on target with its new disclosure rules?
You won’t believe some of the articles that appeared this week – and supposedly high end publications!
What does the Fiduciary Standard, upside down mutual fund conventional wisdom and dullard annuities all have in common?
Weâll show you the raw data first, then provide our analysis â and an important caveat.
The race is on between finding an adequate solution for TDFs and one sudden market cataclysm that spurs a slew of fiduciary liability lawsuits.
While one might ask why it took this product 50 years to become popular, a better question might be why had the product failed to spark much interest during those decades.
“I selected the Target Date Funds to reduce my fiduciary liability. Are you telling me this actually raises my fiduciary liability?â The panel merely looked at each other and laughed.
I wish weâd spend a tenth of the time we spend indoctrinating our kids about drug use and sex helping them understand the basics of money and investing.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/22/10
Just as we get the fallout from the new DOL fee disclosure rule, the DOL hits 401k Plan Sponsors with another whammy – a new definition of Fiduciary.