IRS tries hard, fiduciary home stretch, and 12b-1 fees in the doghouse.
Tag "Social Security"
Nationalizing retirement? Fudging Fiduciary? Revenue Shearing (no, that’s not a typo).
Ponzi Public Pensions, Fiduciary Battles, and Fee Discord.
Public pension SNAFU, fiduciary change of venue, and the revenge of the investor.
Fiduciary fisticuffs, fee vengeance and why investments just don’t matter.
Retirement policy Dark Horse, protesting the Fiduciary Rule too much and bond funds (and their ilk) have a license to kill retirement savings.
Unexpected silence, a leaked memo, and crazy investing ideas.
It’s IRA Time, fiduciary ins and outs and the importance of conflicts-of-interest.
The Coming Thing, the problem with money and typical signs of an overbought market.
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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
Tags
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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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/17/15
DOL’s Fiduciary Flop, fee focus and investment oddities.