IRS tries hard, fiduciary home stretch, and 12b-1 fees in the doghouse.
Tag "Rollover"
Nationalizing retirement? Fudging Fiduciary? Revenue Shearing (no, that’s not a typo).
Fiduciary fisticuffs, fee vengeance and why investments just don’t matter.
Unexpected silence, a leaked memo, and crazy investing ideas.
Defining insanity, Fiduciary kiss of death? and muddled fee disclosure.
You must read these because everyone else is. And if everyone else is and you’re not, they’ll know more than you. Is that what you want?
Fiduciary showdown, sneaky fees, and an investment “oops!”
Staying ahead of the tax collector, fiduciary why not? and Safety Last.
Public Employees Worry, Fiduciary September, and the SEC final questions hidden fees.
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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
Info for Professionals
Blogroll
Tags
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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/17/15
DOL’s Fiduciary Flop, fee focus and investment oddities.