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Tag "retirement"

Retirement Readiness: Are We Using the Right Metric?

    Retirement Readiness: Are We Using the Right Metric?

It’s very possible, if not very likely, the vast bulk of retirees want to simple relax. Chances are they’re more ready than others think, and just as ready as they want to be. Maybe that’s the metric every fiduciary should be focusing on.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/18/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/18/16

Wither regulators? Wither fiduciary? and Zeroing in on fees.

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Exclusive Interview with Tara Falcone: How to Talk Financial to Millennials

    Exclusive Interview with Tara Falcone: How to Talk Financial to Millennials

“Millennials seek instant gratification. Putting money away today to live off of forty years from now isn’t nearly as sexy as a trip to Thailand with your girlfriends or tickets to the World Series. I’m not saying there’s anything wrong with that, but you’ve got to strike a balance between today and tomorrow.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/4/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/4/16

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Did DOL Fiduciary Rule FAQ Just Fire Warning Shot at Target Date Fund/Index Fund Fees?

    Did DOL Fiduciary Rule FAQ Just Fire Warning Shot at Target Date Fund/Index Fund Fees?

How much effort does it really take for ongoing monitoring of an index fund or a target date fund? And does that justify the fees advisers typically charge? And is this why the DOL inserted that reference in Q5 of the Fiduciary FAQ?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/28/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/28/16

Public pension ugliness, the fiduciary fog, and a fee line in the sand.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/21/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/21/16

Who’s to blame for the retirement crisis, a whole new fiduciary world, and condemned to repeating investment history.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/14/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/14/16

Taking responsibility, Greek fiduciary tragedy, and questioning investing.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/7/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/7/16

Bogle nails it (again), fiduciary changes marketing, and it changes how we view investing, too.

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