Shotgun compliance, fiduciary naivete, and free markets trump high fees.
Tag "IRA"
State-Run Conspiracy, Targeting Conflicted Fees, and Marxist-Indexism
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.
Insane compliance, a whole new fiduciary world, and bad news for index funds
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The Child IRA is not only a great idea, it’s an active strategy being used by professionals right now.
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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
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/9/16
A signpost of hope, the other (Fiduciary) shoe, and an emperor unclothed.