Financial professionals may have an idea of what millennials want, but millennials have their own ideas – and their “trusted” sources of information may just surprise you.
Tag "Millennial"
Regulatory collision course, the other side of the Fiduciary Rule, and investment strains.
Shotgun compliance, fiduciary naivete, and free markets trump high fees.
Fiduciary freedom, colleges getting schooled on fees, and the virtue of investing patience.
Dire prediction for Social Security, when it rains it pours (for fees), and two sides of the same investment coin.
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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.
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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 10/7/16
Bogle nails it (again), fiduciary changes marketing, and it changes how we view investing, too.