Don’t be surprised if this collective wisdom confirms certain instincts you have always possessed, drives a stake in the heart of a myth you’ve long embraced, and opens your mind to an idea you’ve never thought to consider.
Tag "liability"
More myIRA, SEC’s turn at Fiduciary, and rate hike worries.
Alts may be the all the rage, but are they really worth it?
Keeping the investment option menu simple not only increases the odds employees will retire in comfort, it also helps reduce fiduciary liability for plan sponsors.
Rethinking Retirement Policy, Fees that Matter, and Keeping Investment Simple.
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?
The three standard flavors of ERISA fiduciary plus one special bonus.
The continuing pension crisis, fiduciary disclosure and fees are back!
Dedicated and disciplined savings is the best way to insure a comfortable retirement, and, after all, isn’t that what it’s all about?
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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 1/1/16
Truth revealed when no one is reading, much ado about fiduciary nothing, and silly talk for the silly investment season.