Regulatory collision course, the other side of the Fiduciary Rule, and investment strains.
Tag "saving"
Fiduciary freedom, colleges getting schooled on fees, and the virtue of investing patience.
If companies using on-line retirement tools aren’t careful, they may just be allowing class action attorneys the opportunity to use the courts to further refine what it means to breach one’s fiduciary duty.
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Compliance tug of war, John Oliver speaks, and a truce in the passive-active war.
Failing to learn from history, Fiduciary Rule shortcuts, and back to investing basics.
Fiduciary suit, a fee Gotcha! and an indexing Oops!
It turns out it’s not a question of “either/or” but more of the interconnectedness of “Yin/Yang.”
State-Run Mayhem, Fiduciary Second Thoughts, and Honest Investment Warnings.
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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 10/14/16
Taking responsibility, Greek fiduciary tragedy, and questioning investing.