States of ERISA, fiduciary whirlwind, Fee Fear Factor, and targeting TDFs.
Tag "loan"
Misplaced credit, Fiduciary Rule submitted, and more fee suits.
If you’re a plan sponsor, it’s time to review how your plan measures up against these design elements. If you’re looking to become a plan sponsor for a new plan, consider whether or not you should include these design elements.
Government IRA takeover questions, “Best Interests” truthers, and courting fees.
A greedy government grab, more fiduciary follies, and investment “rules” exposed as sales pitches.
IRA crackdown, fiduciary put down and investment run down.
It’s Washington vs. Main Street regarding the best for retirement plans, and it’s Wall Street vs. Main Street regarding the best for retirement investors.
Failing to learn from retirement plan history, fiduciary soap opera continues and making investment options messier.
Public pensions – an idea whose time has passed, self-directed peril, guess what’s happened because of fee disclosure and crazy mixed up investors.
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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 8/4/17
401k rising, the Fiduciary Rule’s long goodbye, and a fee trend worth continuing.