Golden tells us how Swensen’s books have explained why a fiduciary cannot use a cookie-cutter approach.
Tag "fiduciary"
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Ultimately, to survive, Social Security must evolve into a defined contribution system and away from its current Ponzi Scheme structure.
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.
Social Security turns 80, DOL messes up again, and will anyone ever get it right on mutual fund expense ratios?
Perhaps, when planning for retirement, self-security is more important than Social Security.
Rethinking Retirement Policy, Fees that Matter, and Keeping Investment Simple.
Social Security Birthday, Fiduciary Hearings, and Turning the Investing Tide.
Retirement’s Oliver Hardy Moment, Kitces’ Catch-22, and media disses equities.
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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 9/25/15
401k Works, Hidden Fee Bad, and Investor PTSD.