State-Run Conspiracy, Targeting Conflicted Fees, and Marxist-Indexism
Tag "HSA"
Fiduciary freedom, colleges getting schooled on fees, and the virtue of investing patience.
Dire prediction for Social Security, when it rains it pours (for fees), and two sides of the same investment coin.
Fiduciary Twists, Behavioral Subtleties, and Market Timing Failures.
Simpler is better, the Fiduciary Paradox, and volatility isn’t risk.
Failing to learn from history, Fiduciary Rule shortcuts, and back to investing basics.
Compliance how-to, fiduciary confusion, and more investing common sense.
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Fiduciary dog fight, the final say on fees, and there’s no free investing lunch.
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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
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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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