Here’s the raw, uncut interview with the straight talking industry giant who was on to “fiduciary” before we even knew what it was.
Tag "passive"
Compliance tug of war, John Oliver speaks, and a truce in the passive-active war.
Fiduciary suit, a fee Gotcha! and an indexing Oops!
The State in Flux, “Fiduciary” as product, and 12b-1 redux.
Faux Regulation, Fiduciary Liability Redux, and Interest Rate Follies.
More myIRA, SEC’s turn at Fiduciary, and rate hike worries.
A spreading menace, investors don’t know fiduciary, and have index funds jumped the shark?
Uncle Sam Wants Your Retirement, Fiduciary Reruns, and TDFs under fire.
Social Ponzi Scheme Security, DOL delays, and active ascends.
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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
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Simpler is better, the Fiduciary Paradox, and volatility isn’t risk.