Washington musical chairs, annuities and fiduciary liability, and investment mumbo jumbo.
Tag "target date fund"
Dumbest idea ever, fiduciary war! and investing truth.
IRA crackdown, fiduciary put down and investment run down.
Political tea leaves, the madness of fees, and the enemy of the investing good.
The 401k comes roaring back, fiduciary fumbling and repeating investment history.
IRAs score big time, you can’t ignore fiduciary and more silly investment ideas.
Moving forward on fiduciary without the regulators, yet more fee “disclosure,” and schizophrenic investing
New tide of fiduciary enforcement? New court action against hidden fees? Playing with investment fire?
Form 5500 facts, fiduciary friends fight foes and Investment foibles.
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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 retirement revenue sharing Richard Bavetz risk RMD Rollover Roth saving SEC Social Security state-run retirement plans target date fund tax TDF top 10
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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/16/15
It’s IRA Time, fiduciary ins and outs and the importance of conflicts-of-interest.