Since actively managed funds have lagged index funds, does this case put their continued use in ERISA plans at risk?
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On the face of it, American Airlines seemed to follow its documented process. So, what did the company do wrong?
Investing through mutual funds, including TDFs, is like using mass transportation. It’s not ideal but for many it’s the only realistic choice.
How many of these did you foresee coming?
What currently much discussed 401k “need” was successfully fought by the PSCA in the 1950s?
On the Road to Success, discovering the critical steps is often more important than the length of your stride.
Fiduciary Facts, Fee Faux Pas and Ignorant Investing
IRA Rollover Worries, 401k fee misfire and ODing on indexing.
DOL gets tough, Fiduciary Gridlock a blessing? and Good Investment advice.
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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
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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/21/16
Who’s to blame for the retirement crisis, a whole new fiduciary world, and condemned to repeating investment history.