retirement
Retirement Pros Reveal Their Own Best Interests When It Comes to Their Retirement Plans
Long-term investors like retirement savers can easily act like a fiduciary for their own assets. All they need to do is look in a mirror – but not for their own reflection. Look in a mirror a retirement professional is looking into and see how that reflection invests for retirement.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/5/18
Tax cuts and retirement, crossing the fiduciary streams, and the rise of the anti-indexers.
How Can Fiduciaries Use New Tax Cuts to Nudge 401k and IRA Retirement Savers?
There’s a chance for savers to increase the odds they’ll retire in comfort thanks to the 2017 tax law. Here’s how, but the window of opportunity will close fast.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/29/17
Foreign Collusion, SEC Skeptics, and Investment Fads.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/15/17
Changes, SEC as cavalry, and the revenge of the Alts.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/8/17
Practical discussions, wither “Fiduciary”? and understanding fees.
5 Awkward 401k Questions Every Good Fiduciary Must Know the Answer To
Never belittle the question or the person asking the question. These are sincere queries that represent commonly held beliefs. These beliefs live a Schrodinger Cat-like existence, being generally not quite true and not quite false. It’s critical, for the benefit of all retirement savers, that these questions be asked and that fiduciaries encourage their asking. This is the only way that allows the fiduciary to respond in the second noteworthy way: By using these questions to refute misconceptions and promote good retirement saving decision-making.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/24/17
Celebrating a week of thankfulness, for bad news headlines, continuing interest in fees, and that ever open mind searching for the “coming (investment) thing.”
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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.