Government IRA takeover questions, “Best Interests” truthers, and courting fees.
Tag "Fiduciary Rule"
What can be done when surveys show the public already believes all investment service providers always act in their best interests?
A greedy government grab, more fiduciary follies, and investment “rules” exposed as sales pitches.
Ruining retirement, Tibble squabbling, and income innuendo.
Government retirement plan takeover progressing in drips, an interesting fee conundrum and fiduciary fisticuffs.
Fiduciary battle begins, investment product problems, and retirement confidence rises.
What currently much discussed 401k “need” was successfully fought by the PSCA in the 1950s?
DOL’s Fiduciary Flop, fee focus and investment oddities.
IRS tries hard, fiduciary home stretch, and 12b-1 fees in the doghouse.
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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
Info for Professionals
Blogroll
Tags
12b-1 401k 403b 408(b)(2) active Annuity Asset Allocation auto-enrollment baby boomer court ruling DOL ERISA ETF fee Fee Disclosure Rule fiduciary Fiduciary Rule Fiduciary Standard HSA IRA IRS liability MEP Millennial Modern Portfolio Theory mutual fund passive pension plan participant plan sponsor QDIA retirement revenue sharing risk RMD Rollover Roth saving SEC Social Security state-run retirement plans target date fund tax TDF top 10
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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/26/15
Uncle Sam Wants Your Retirement, Fiduciary Reruns, and TDFs under fire.