By far, there’s almost universal agreement that 401k fiduciaries should be less concerned about investment performance than you might have seen a generation ago. Why is this so?
Tag "Terry Morgan"
Not only do you need to watch the place that holds all the money, you need to watch the pipeline that feeds the money there.
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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
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Final Fiduciary Thoughts For 2022 And What To Expect (Or Not) In 2023
. As we head towards our year-end hiatus, are you ready to take the dive into raw, unedited comments from those who serve or are served by the retirement industry?