A spreading menace, investors don’t know fiduciary, and have index funds jumped the shark?
Tag "Gen X"
401k Works, Hidden Fee Bad, and Investor PTSD.
Ultimately, to survive, Social Security must evolve into a defined contribution system and away from its current Ponzi Scheme structure.
Camels, Clods, and Ostriches rule the week.
Perhaps, when planning for retirement, self-security is more important than Social Security.
Social Security Birthday, Fiduciary Hearings, and Turning the Investing Tide.
Ruining retirement, Tibble squabbling, and income innuendo.
SCOTUS Ruling, Fee estrangement, and Investment push back
Defining insanity, Fiduciary kiss of death? and muddled fee disclosure.
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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 11/20/15
The government sting, the fiduciary misdirection, and the fee hook.