Policy Insanity, Now the Real Fiduciary Questions, and Back to Investing Basics
Tag "Roth"
Fiduciary 24/7; Hidden Fees; and the Bleeding Begins…
Government fixin’s, Fiduciary High Noon, and Investment “Jack-in-the-Box.”
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The rise of the 401k-hater, the devil in the fiduciary details, and bad investment ideas.
Fiduciary dog fight, the final say on fees, and there’s no free investing lunch.
DC dissing retirement savers, can annuities survive Fiduciary Rule, and fee scrutiny changing 401k world,
Real retirement plan solutions, a fiduciary user’s manual, and sage investment advice returns.
Bad State retirement plans, Fiduciary Rule’s a comin’ (oh yeah), and zigging investments when you should be zagging.
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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
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12b-1 401k 403b 408(b)(2) active Annuity Asset Allocation auto-enrollment baby boomer court ruling DOL ERISA ETF fee Fee Disclosure Rule fiduciary Fiduciary Rule Fiduciary Standard HSA IRA IRS liability MEP Millennial Modern Portfolio Theory mutual fund passive pension plan participant plan sponsor QDIA retirement revenue sharing risk RMD Rollover Roth saving SEC Social Security state-run retirement plans target date fund tax TDF top 10
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Compliance how-to, fiduciary confusion, and more investing common sense.