Social Security Birthday, Fiduciary Hearings, and Turning the Investing Tide.
Tag "plan sponsor"
The Great Government Retirement Grab, Fiduciary deadline ends (now the real show begins) and Fees – You can’t retire with them, you can’t retirement without them.
Government retirement plan takeover progressing in drips, an interesting fee conundrum and fiduciary fisticuffs.
IRS tries hard, fiduciary home stretch, and 12b-1 fees in the doghouse.
Things in the news aren’t as they seem, but that doesn’t mean they’re not as they seem.
On the Road to Success, discovering the critical steps is often more important than the length of your stride.
Just because something is measurable doesn’t mean it’s relevant.
Unexpected silence, a leaked memo, and crazy investing ideas.
You must read these because everyone else is. And if everyone else is and you’re not, they’ll know more than you. Is that what you want?
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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) 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
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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/18/15
States Marching, Fees Leading, and What Does “Fiduciary” Matter, Anyway?