If you’re over fifty, that gold watch gleams closer and closer. You start thinking. You start wondering. You start asking questions.
Tag "longevity"
MEP Fever and Carly Simon sings “Fiduciary” (to the tune of “Anticipation’).
More regulatory silliness, Son of Fiduciary? and Looking for Mr. Low-Fee Bar.
Looking worse for state-run plans, what will fill the fiduciary void, and income infatuation.
Year end prep, Robo-Fiduciary? and opportunities/risks.
Wither regulators? Wither fiduciary? and Zeroing in on fees.
State-Run Mayhem, Fiduciary Second Thoughts, and Honest Investment Warnings.
Fiduciary 24/7; Hidden Fees; and the Bleeding Begins…
The rise of the 401k-hater, the devil in the fiduciary details, and bad investment ideas.
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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 disclosure 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 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 4/12/19
Tangled compliance, a broken fiduciary record, and irrational fees.