As you reach your seventh decade (that would be turning age 60 for those who forgot your first decade includes only your single digit years), you find yourself fast approaching that universal goal line known as “retirement.” Don’t let the nearness to the final goal may fool you into inaction.
Tag "tax"
Comprehending the tax code is not an activity for the faint of heart and most retirement savers would faint if they saw the actual codebook. The problem with current tax code is that it may not be the same in the future. This realization can have profound impact on the retirement savings strategy one undertakes.
States of ERISA, fiduciary whirlwind, Fee Fear Factor, and targeting TDFs.
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Fiduciary 24/7; Hidden Fees; and the Bleeding Begins…
DC dissing retirement savers, can annuities survive Fiduciary Rule, and fee scrutiny changing 401k world,
IRS tries hard, fiduciary home stretch, and 12b-1 fees in the doghouse.
Regulators all in, the fall of 12b-1 fees and why do we keep talking about investments?
Public pension SNAFU, fiduciary change of venue, and the revenge of the investor.
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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 8/18/17
Marketing fiduciary, yes, conflicted fees matter, and exposing Index Funds