The retirement world will change, whether the industry wants it to or not. One thing is for sure, though, âfinancial literacy efforts, while effective for such matters as personal budgeting and proper use of credit, canât overcome the huge knowledge gap that exists between individual investors and those who stand ready to prey upon them.â
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Government Resources
- DOL: elaws – ERISA Fiduciary Advisor
- DOL: Fiduciary Education Campaign: Getting It Right â Know Your Fiduciary Responsibilities
- DOL: Getting Ready for Changes In Filing Your Planâs 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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