Well, if we’re thinking outside the box, why not go big? It turns out, retirement planning isn’t just about accumulating sources of future funds.
Tag "self-directed"
Top-down retirement policy ideas, “What? I pay Fees?” and what we remember (and don’t) about market volatility
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A new hope, the market strikes back, and the returns of fees.
Compliance tug of war, John Oliver speaks, and a truce in the passive-active war.
Government IRA takeover questions, “Best Interests” truthers, and courting fees.
Ruining retirement, Tibble squabbling, and income innuendo.
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?
Staying ahead of the tax collector, fiduciary why not? and Safety Last.
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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 10/5/18
Compliance Do-Overs, Fiduciary Momentum, and “Free” lunches.