401k
Exclusive Interview (Part IV): Phil Chiricotti Sees MEPs as THE Fiduciary Solution for Small Plans
“Advisors who don’t assume a 3(38) or 3(21) fiduciary position are unlikely to have an investment role.”
Exclusive Interview (Part II): Phil Chiricotti says Lobbying to Replace 401k is “Lunacy”
“[S]kewed articles with sensational headlines have become the norm… 401k plans are the most successful savings vehicle in history.”
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/15/14
New tide of fiduciary enforcement? New court action against hidden fees? Playing with investment fire?
5 Things to Do to Improve a Retirement Investor’s Goal-Oriented Target
The best strategy is to live in moderation – both today and when you retire.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/8/14
Why don’t retirement policy makers get it? The advent of “Fiduciary 2.0”? and Why all the sudden questions about investment orthodoxy?
How a Fiduciary Can Assess a Retirement Investor’s GOT
Now that you’ve determined your Goal-Oriented Target, discover what it means.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/1/14
Form 5500 facts, fiduciary friends fight foes and Investment foibles.
Why a 401k Fiduciary Must Convince Retirement Investors to Avoid Thinking in Lump Sum Terms
What if the choice between what’s behind the curtain and what’s in the box led to exactly the same outcome?
Community Links
Tags
Disclaimer
The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.