If you think the web of fiduciary duties is complex in a 401k plan that focuses on getting employees to save for retirement, imagine how much more intricate it becomes if the plan also has to cater to retired employees.
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Before you start to panic, take a deep breath and relax. The retirement savings industry is an aircraft carrier. It can’t turn on a dime.
“Surveys show about half of investors don’t know how much they’re paying for advice, and about one in six think they pay nothing.”
Tangled compliance, a broken fiduciary record, and irrational fees.
Compliance mixed bag, SEC BI DOA? and “Investments: The Sequel”
The states go marching on, fee posse grows, and “Too Good to be True”
MEPs, Fees, and Leveling the ETF playing field.
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Legislative Odds-Making, the True Cost of Low Fees, and When “Safe” Investing Isn’t Safe.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/14/19
SECURE, BI, and 3% fees!