Compliance
White House Retirement Plan Budget Proposal Buzz Fizzles Flat with Experienced Pros
Solving a political meme does not solve the problem.
State-Sponsored Private Employee Retirement Plans First Step Towards Nationalized Retirement?
Will the intrusion of government-sponsored retirement products unify a House currently divided by the Fiduciary Standard?
Will New DOL Rule Contain Fiduciary Surprise for 401k Recordkeepers?
While everyone’s talking about the potential impact the DOL’s proposed new Fiduciary Rule will have on IRAs and the brokerage industry, the greater impact may be on recordkeepers within the 401k industry.
DOL Fiduciary Rule as Proposed May Not Stop Investor Losses as Claimed
The DOL is poised to endorse the continued use of the very fees it claims are costing retirement savers billions per year.
A Fiduciary Solution to the Social Security Problem
Ultimately, to survive, Social Security must evolve into a defined contribution system and away from its current Ponzi Scheme structure.
How Should a Fiduciary Treat Social Security in Retirement Planning – A Generational Overview
Perhaps, when planning for retirement, self-security is more important than Social Security.
When Must a Fiduciary Just Say “No” to a Client?
When it comes to being a fiduciary, the customer is, most assuredly, not always right.
What does Retirement Plan “Best Interests” Really Mean for the 401k and IRA Fiduciary?
There are good examples of “best interests” and bad examples of “best interests,” but the ugly truth is we won’t know the practical definition of “best interests” until the courts decide.
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