Fiduciary freedom, colleges getting schooled on fees, and the virtue of investing patience.
Tag "state-run retirement plans"
Insane compliance, a whole new fiduciary world, and bad news for index funds
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Failing to learn from history, Fiduciary Rule shortcuts, and back to investing basics.
Is it the end of the fiduciary era? Does fuzzy math hurt retirement savers? Does risk trump age?
State-Run Mayhem, Fiduciary Second Thoughts, and Honest Investment Warnings.
Compliance how-to, fiduciary confusion, and more investing common sense.
Regressing to the Retirement Plan Mean, Mapping the Brave New Fiduciary World, and is your Risk out of Date?
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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 8/26/16
State-Run Conspiracy, Targeting Conflicted Fees, and Marxist-Indexism