Retirement’s Oliver Hardy Moment, Kitces’ Catch-22, and media disses equities.
Tag "fiduciary"
The numbers suggest the QLAC product isn’t quite ready for prime time.
Ponzi pensions, states’ retirement rights and investing the wrong way.
When it comes to being a fiduciary, the customer is, most assuredly, not always right.
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.
Son of Big Brother, Artificially flavored fiduciary, and products, not investments.
Uncle Sam Wants Your Retirement, Fiduciary Reruns, and TDFs under fire.
Government IRA takeover questions, “Best Interests” truthers, and courting fees.
A greedy government grab, more fiduciary follies, and investment “rules” exposed as sales pitches.
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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 retirement revenue sharing Richard Bavetz 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 8/14/15
Social Security Birthday, Fiduciary Hearings, and Turning the Investing Tide.