Dire prediction for Social Security, when it rains it pours (for fees), and two sides of the same investment coin.
Tag "IRA"
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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Fiduciary Twists, Behavioral Subtleties, and Market Timing Failures.
Why do we encourage employees to look for blame in their company’s plan when they shoulder the bulk of the responsibility for whether or not they retire in comfort?
Simpler is better, the Fiduciary Paradox, and volatility isn’t risk.
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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 8/12/16
Fiduciary freedom, colleges getting schooled on fees, and the virtue of investing patience.