In the final analysis, though many Americans would find it difficult or impossible to be happy with their retirement income being limited to Social Security, a sizable group of other Americans can and do live their retirement with Social Security as their sole income source.
Tag "Social Security"
The Undiscovered Fiduciary, SEC goes on safari, and barber investing.
States muscle in on Fiduciary Rule, SEC (finally) goes after 12b-1 fees, and lessons from the correction.
Foreign Collusion, SEC Skeptics, and Investment Fads.
Practical discussions, wither “Fiduciary”? and understanding fees.
New thinking, delay of game, and moving (too far?) ahead.
Celebrating a week of thankfulness, for bad news headlines, continuing interest in fees, and that ever open mind searching for the “coming (investment) thing.”
401k Caps Survive, Fiduciary Time-Out, and the Stocks Shall Rise Again!
This is not to say the 401k is perfect and that there’s no need to improve it. These improvements, though, would be more like tweaks rather than wholesale changes.
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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.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/28/18
Lotta regulator noise, fiduciary fallout, and DOL comes clean on “social” investing.