Failing to learn from history, Fiduciary Rule shortcuts, and back to investing basics.
Tag "ESOP"
Misplaced credit, Fiduciary Rule submitted, and more fee suits.
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The Great Government Retirement Grab, Fiduciary deadline ends (now the real show begins) and Fees – You can’t retire with them, you can’t retirement without them.
Government IRA takeover questions, “Best Interests” truthers, and courting fees.
Social Ponzi Scheme Security, DOL delays, and active ascends.
Government Yin/Yang, Is Fee Disclosure Working? and Has Index Investing Jumped the Shark?
Fiduciary fisticuffs, fee vengeance and why investments just don’t matter.
IRA crackdown, fiduciary put down and investment run down.
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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.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/1/16
Fiduciary Twists, Behavioral Subtleties, and Market Timing Failures.