The states go marching on, fee posse grows, and “Too Good to be True”
Tag "pension"
Risk without reward, fiduciary law precedent, and, yes, high fees are bad.
Tale of Two Public Policy Cities, Plato’s Fiduciary Cave, and Frankenstein’s Index Fund
401k past and future, fiduciary conflict, and true portfolios
More regulatory silliness, Son of Fiduciary? and Looking for Mr. Low-Fee Bar.
FutureWorld of Retirement, The Zombie Fiduciary, and Treating Social Security Like a Bond.
Lotta regulator noise, fiduciary fallout, and DOL comes clean on “social” investing.
Two fiduciary wrongs, a new kind of fee conflict, and crypto-mania’s comeuppance.
States muscle in on Fiduciary Rule, SEC (finally) goes after 12b-1 fees, and lessons from the correction.
Tags
12b-1 401k 403b 408(b)(2) Annuity auto-enrollment baby boomer court ruling DOL ERISA ETF fee Fee Disclosure Rule fiduciary Fiduciary Rule Fiduciary Standard HSA IRA IRS Jack Towarnicky liability Marcia Wagner MEP Michelle Capezza Millennial Modern Portfolio Theory mutual fund passive pension plan participant plan sponsor retirement revenue sharing Richard Bavetz risk 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 3/29/19
Compliance mixed bag, SEC BI DOA? and “Investments: The Sequel”