Two fiduciary wrongs, a new kind of fee conflict, and crypto-mania’s comeuppance.
Tag "stable value"
Tax cuts and retirement, crossing the fiduciary streams, and the rise of the anti-indexers.
Foreign Collusion, SEC Skeptics, and Investment Fads.
Practical discussions, wither “Fiduciary”? and understanding fees.
Pensions falling, pushing back fiduciary goal posts, and investment Lorelei Signals.
States of ERISA, fiduciary whirlwind, Fee Fear Factor, and targeting TDFs.
Millennial-Centric Retirement Policy, Fiduciary by any other name, and Why the latest Fiduciary Rule fee move shouldn’t surprise you.
The State in Flux, “Fiduciary” as product, and 12b-1 redux.
If you’re a plan sponsor, it’s time to review how your plan measures up against these design elements. If you’re looking to become a plan sponsor for a new plan, consider whether or not you should include these design elements.
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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 4/28/18
Lotta regulator noise, fiduciary fallout, and DOL comes clean on “social” investing.