States muscle in on Fiduciary Rule, SEC (finally) goes after 12b-1 fees, and lessons from the correction.
Tag "Social Security"
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 thereâs no need to improve it. These improvements, though, would be more like tweaks rather than wholesale changes.
But, as the clichĂ© goes, âWhat about the children?â Arguably, it is minor children who have the best (and easiest) opportunity to shield themselves from a retirement crisis. They have the advantage of time (to maximize the benefits of compound interest).
Pension problems, spaghetti regs, and the never ending battle between stocks and bonds.
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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 3/2/18
The Undiscovered Fiduciary, SEC goes on safari, and barber investing.