Fiduciary dog fight, the final say on fees, and there’s no free investing lunch.
Tag "QLAC"
Truth revealed when no one is reading, much ado about fiduciary nothing, and silly talk for the silly investment season.
Crazy ideas that just might work, following the money, and crazy ideas that just don’t work.
401k “Crisis,” Fiduciary head-fake, and QLAC as savior?
401k Works, Hidden Fee Bad, and Investor PTSD.
Keeping the investment option menu simple not only increases the odds employees will retire in comfort, it also helps reduce fiduciary liability for plan sponsors.
Retirement’s Oliver Hardy Moment, Kitces’ Catch-22, and media disses equities.
The numbers suggest the QLAC product isn’t quite ready for prime time.
Pension Ponzi redux, Fiduciary feud growing louder, and the sudden rediscovery of the evils of 12b-1 fees.
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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.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/18
Lotta regulator noise, fiduciary fallout, and DOL comes clean on “social” investing.