Truth revealed when no one is reading, much ado about fiduciary nothing, and silly talk for the silly investment season.
Tag "Roth"
Regulator showdown? Fiduciary liability redux? and Failing 401k Fee 101?
Reg changes, Robo-Fiduciary, and Investment Wisdom.
The government sting, the fiduciary misdirection, and the fee hook.
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?
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Social Security Birthday, Fiduciary Hearings, and Turning the Investing Tide.
Retirement’s Oliver Hardy Moment, Kitces’ Catch-22, and media disses equities.
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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 1/15/16
The State in Flux, “Fiduciary” as product, and 12b-1 redux.