The states go marching on, fee posse grows, and “Too Good to be True”
Tag "Social Security"
It’s that (Tax) Time of Year, Multiple (Fiduciary) Tugs-of-War, and Adeste Fidelty-as
“First, we need to recognize we have a problem that affects all Americans and then work to find the basic solutions we can agree on. The longer we wait, the more people will suffer and the more expensive it will be.”
A “Universal” Solution, forward and backward fiduciary steps, and everything old is new again.
Risk without reward, fiduciary law precedent, and, yes, high fees are bad.
The states go marching on, the inside scoop on fees, and John Bogle’s complex legacy.
Potpourri, a fiduciary surprise, and “Out of Date” (Part Deux).
Retirement policy retreads, fiduciary court headlines, and aligning required reporting requirements with investors’ behavior.
Retirement policy retreads, the latest from the front lines of the fiduciary battle, and the WorryMeter and the markets.
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Government Resources
- DOL: elaws – ERISA Fiduciary Advisor
- DOL: Fiduciary Education Campaign: Getting It Right â Know Your Fiduciary Responsibilities
- DOL: Getting Ready for Changes In Filing Your Planâs 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 4/5/19
New regulatory guidelines, Will fee “clarity” lead confusion? and What’s on your menu?