Fiduciary showdown, sneaky fees, and an investment “oops!”
Tag "passive-active"
The Pension Ponzi Scheme’s Ponzi Scheme, interest rises in excessive fees, and investment common sense.
Brokerage windows broke? Fiduciary or nothing at all? The real fee fighters.
New tide of fiduciary enforcement? New court action against hidden fees? Playing with investment fire?
Why don’t retirement policy makers get it? The advent of “Fiduciary 2.0”? and Why all the sudden questions about investment orthodoxy?
Hit, Miss or Backfire? Controversial Ayres/Curtis 401k Fee Paper Claims Broad-Based Fiduciary Breach
Can a Swiss Cheese argument add any value to solving important issues that really exist?
DOL gets tough, Fiduciary Gridlock a blessing? and Good Investment advice.
End near for pensions? Changing Fiduciary Duties and Ignoring Academic Investment Advice.
It’s Big Guv vs. Big Guv on bankrupt cities’ public employee pensions, real fiduciary split interests and time for active investing to shine?
Vote in our Poll
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 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 QDIA retirement revenue sharing risk RMD Rollover Roth saving SEC Social Security state-run retirement plans target date fund tax TDF top 10
Disclaimer
The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/25/16
Viewing this content requires a Basic (Free) Membership or better. You are not currently logged in. If you have an account, you may login below, or use the “Log In”