DC dissing retirement savers, can annuities survive Fiduciary Rule, and fee scrutiny changing 401k world,
Tag "income"
The State in Flux, “Fiduciary” as product, and 12b-1 redux.
Is the industry up to the task of leading the charge towards retirement readiness?
Regulator showdown? Fiduciary liability redux? and Failing 401k Fee 101?
Crazy ideas that just might work, following the money, and crazy ideas that just don’t work.
More myIRA, SEC’s turn at Fiduciary, and rate hike worries.
Social Security turns 80, DOL messes up again, and will anyone ever get it right on mutual fund expense ratios?
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.
Ruining retirement, Tibble squabbling, and income innuendo.
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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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