A cornucopia of compliance concerns, Was Godot a fiduciary? and strange complaints about fee disclosure.
Tag "pension"
SEC Clueless, fumbling fee professors back and investment option risk.
DOL aims its sites, is the brokerage model going extinct? and the problems with bonds
The beginning of the end to public pensions, to the fiduciary debate and product-based investments?
401k tops pension alternatives, watering down “fiduciary” and Fee Disclosure Rule Misdirect?
End of public pensions? The One Fiduciary RIng? and What’s hiding under your dragon?
Fiduciary Fram, a Turkey Call and “Empty Carbs or Vital Protein”?
How #401k plans create millionaires, the coming fiduciary Wild West and fee hypocrisy
Pension confusion, more fiduciary questions and fee-caps for 401k?
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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
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
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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/25/14
Compliance mess, fee hints and same old same old for investments.