A spreading menace, investors don’t know fiduciary, and have index funds jumped the shark?
Tag "ERISA"
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Camels, Clods, and Ostriches rule the week.
Social Security turns 80, DOL messes up again, and will anyone ever get it right on mutual fund expense ratios?
In this amazing interview, each answer could write its own headline!
When it comes to being a fiduciary, the customer is, most assuredly, not always right.
Uncle Sam Wants Your Retirement, Fiduciary Reruns, and TDFs under fire.
A greedy government grab, more fiduciary follies, and investment “rules” exposed as sales pitches.
Much of asset allocation marketing collateral is founded on a simple misinterpretation, yet this myth persists. Why?
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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 Trending Topics for ERISA Plan Sponsors: Week Ending 10/30/15
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