FutureWorld of Retirement, The Zombie Fiduciary, and Treating Social Security Like a Bond.
Tag "retirement"
Be wary of these regulatory plugs, marketing buzz, and investment fads.
Before one can advise investors, it’s critical one know what they’re thinking and understand why they’re thinking it.
No one need place themselves in a “Blanche DuBois Scenario.” Each has the ability, no matter their station in life, to seize control over their own destiny. This applies to retirement as much as anything else. This article offers five specific ideas each to three typical age groups trying to protect themselves against the potential loss of Social Security benefits.
“As more employees find their 401k accounts growing to more than one million dollars, there will be a greater desire for employees to gain greater control over their own future. Plan sponsors should become more aware of the consequences of providing these kinds of options and how best to mitigate the liability risk associated with them.”
Fiduciary Scorecard: SEC down and DOL out; 12b-1 matters; and TDFs might not (in the way you think they do)
Lotta regulator noise, fiduciary fallout, and DOL comes clean on “social” investing.
SEC punts fiduciary, fees aren’t everything, and old time investing.
In the final analysis, though many Americans would find it difficult or impossible to be happy with their retirement income being limited to Social Security, a sizable group of other Americans can and do live their retirement with Social Security as their sole income source.
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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










FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/3/18
In an otherwise quiet week, does anyone else think it strange that a whole slew of articles came out on this one particular topic?