Retirement Policy Ideas, Grasping for Fiduciary Straws, and Redefining Fees.
Tag "Rollover"
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Shotgun compliance, fiduciary naivete, and free markets trump high fees.
State-Run Conspiracy, Targeting Conflicted Fees, and Marxist-Indexism
Fiduciary freedom, colleges getting schooled on fees, and the virtue of investing patience.
Dire prediction for Social Security, when it rains it pours (for fees), and two sides of the same investment coin.
A Multi-Pronged Fiduciary Attack, “Small” no longer “safe,” and grappling with the inevitable.
Is it the end of the fiduciary era? Does fuzzy math hurt retirement savers? Does risk trump age?
Compliance how-to, fiduciary confusion, and more investing common sense.
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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 12/2/16
Millennial-Centric Retirement Policy, Fiduciary by any other name, and Why the latest Fiduciary Rule fee move shouldn’t surprise you.