The three standard flavors of ERISA fiduciary plus one special bonus.
Tag "liability"
Dedicated and disciplined savings is the best way to insure a comfortable retirement, and, after all, isn’t that what it’s all about?
“Advisers should be very scared of being implicated in the lawsuits that will happen.”
“A one-pager can really let the sun shine on the industry.”
Pension Ponzi run amok, rebooting 408(b)(2) and the folly of investment products.










5 “Must Read” Articles for the 401k Plan Sponsor and Fiduciary
You must read these because everyone else is. And if everyone else is and you’re not, they’ll know more than you. Is that what you want?