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Exclusive Interview (Part I): Phil Chiricotti to Retirement Industry: Outsource Fiduciary and combine with HSA or Die!

Industry veteran identifies the most critical issue facing employers today and plan sponsors’ job #1.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/15/14

New tide of fiduciary enforcement? New court action against hidden fees? Playing with investment fire?

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5 Things to Do to Improve a Retirement Investor’s Goal-Oriented Target

The best strategy is to live in moderation – both today and when you retire.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/8/14

Why don’t retirement policy makers get it? The advent of “Fiduciary 2.0”? and Why all the sudden questions about investment orthodoxy?

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How a Fiduciary Can Assess a Retirement Investor’s GOT

Now that you’ve determined your Goal-Oriented Target, discover what it means.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/1/14

Form 5500 facts, fiduciary friends fight foes and Investment foibles.

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Why a 401k Fiduciary Must Convince Retirement Investors to Avoid Thinking in Lump Sum Terms

What if the choice between what’s behind the curtain and what’s in the box led to exactly the same outcome?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/18/14

Pity the poor public pensions, what if we already have a fiduciary standard and the investor herd mentality.

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How Does Goal-Oriented Targeting Work?

Who wants to be a millionaire? It’s easier than you think – especially if you’re in your twenties.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/11/14

Gonzo accounting, fiduciary survey SNAFU and investment obviousness.

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