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?
Tag "IRA"
Simpler is better, the Fiduciary Paradox, and volatility isn’t risk.
Compliance tug of war, John Oliver speaks, and a truce in the passive-active war.
Failing to learn from history, Fiduciary Rule shortcuts, and back to investing basics.
Fiduciary suit, a fee Gotcha! and an indexing Oops!
Is it the end of the fiduciary era? Does fuzzy math hurt retirement savers? Does risk trump age?
State-Run Mayhem, Fiduciary Second Thoughts, and Honest Investment Warnings.
Compliance how-to, fiduciary confusion, and more investing common sense.
Regressing to the Retirement Plan Mean, Mapping the Brave New Fiduciary World, and is your Risk out of Date?
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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.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/1/16
Fiduciary Twists, Behavioral Subtleties, and Market Timing Failures.