Changing retirement plans, government fiduciary breach, and more mutual fund silliness.
Tag "saving"
More myIRA, SEC’s turn at Fiduciary, and rate hike worries.
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A spreading menace, investors don’t know fiduciary, and have index funds jumped the shark?
If retirees could go back in time 50 years, this is what they’d want to know.
The Camel’s Nose. the Faustian Fiduciary Bargain, and an Ode to the Annuity.
Punting Pensions, Uncovering Hidden Fees, and Investing Concerns.
Rethinking Retirement Policy, Fees that Matter, and Keeping Investment Simple.
401k plan participant concerns come in three varieties: Those you know about and should do something about; Those you know about and shouldn’t do something about; and, Those you don’t know about and better do something about right now.
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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 Trending Topics for ERISA Plan Sponsors: Week Ending 12/4/15
Reg changes, Robo-Fiduciary, and Investment Wisdom.