States Marching, Fees Leading, and What Does “Fiduciary” Matter, Anyway?
Tag "IRS"
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Camels, Clods, and Ostriches rule the week.
Social Security Birthday, Fiduciary Hearings, and Turning the Investing Tide.
Retirement’s Oliver Hardy Moment, Kitces’ Catch-22, and media disses equities.
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.
Uncle Sam Wants Your Retirement, Fiduciary Reruns, and TDFs under fire.
Government IRA takeover questions, “Best Interests” truthers, and courting fees.
A greedy government grab, more fiduciary follies, and investment “rules” exposed as sales pitches.
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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 Trending Topics for ERISA Plan Sponsors: Week Ending 9/25/15
401k Works, Hidden Fee Bad, and Investor PTSD.