Fiduciary battle begins, investment product problems, and retirement confidence rises.
Tag "income"
Fiduciary fisticuffs, fee vengeance and why investments just don’t matter.
Retirement policy Dark Horse, protesting the Fiduciary Rule too much and bond funds (and their ilk) have a license to kill retirement savings.
Washington musical chairs, annuities and fiduciary liability, and investment mumbo jumbo.
Staying ahead of the tax collector, fiduciary why not? and Safety Last.
Longevity mania, Zeno’s Fiduciary Paradox, and why fee disclosure doesn’t work (for the umpteenth time.
The Pension Ponzi Scheme’s Ponzi Scheme, interest rises in excessive fees, and investment common sense.
Pension Ponzi run amok, rebooting 408(b)(2) and the folly of investment products.
Read the fallout from the mass market media op-eds that take opposite sides in the fiduciary standard debate while both taking flack from just one side – those in favor of the fiduciary standard.
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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 5/22/15
SCOTUS Ruling, Fee estrangement, and Investment push back