Changing retirement plans, government fiduciary breach, and more mutual fund silliness.
Tag "Rollover"
If you’re a plan sponsor, it’s time to review how your plan measures up against these design elements. If you’re looking to become a plan sponsor for a new plan, consider whether or not you should include these design elements.
A spreading menace, investors don’t know fiduciary, and have index funds jumped the shark?
Rethinking Retirement Policy, Fees that Matter, and Keeping Investment Simple.
Uncle Sam Wants Your Retirement, Fiduciary Reruns, and TDFs under fire.
Government paranoia, fee confusion and the real fiduciary questions.
Government retirement plan takeover progressing in drips, an interesting fee conundrum and fiduciary fisticuffs.
DOL’s Fiduciary Flop, fee focus and investment oddities.
IRS tries hard, fiduciary home stretch, and 12b-1 fees in the doghouse.
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Government Resources
- DOL: elaws – ERISA Fiduciary Advisor
- DOL: Fiduciary Education Campaign: Getting It Right â Know Your Fiduciary Responsibilities
- DOL: Getting Ready for Changes In Filing Your Planâs 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 Trending Topics for ERISA Plan Sponsors: Week Ending 12/25/15
Regulator showdown? Fiduciary liability redux? and Failing 401k Fee 101?