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5 Most Important Financial Concepts a Fiduciary Must Teach
It’s in everyone’s best interest to be successful, so it’s part of a fiduciary’s duty to show them how.
Retirement Pros Reveal Their Own Best Interests When It Comes to Their Retirement Plans
Long-term investors like retirement savers can easily act like a fiduciary for their own assets. All they need to do is look in a mirror – but not for their own reflection. Look in a mirror a retirement professional is looking into and see how that reflection invests for retirement.
5 Awkward 401k Questions Every Good Fiduciary Must Know the Answer To
Never belittle the question or the person asking the question. These are sincere queries that represent commonly held beliefs. These beliefs live a Schrodinger Cat-like existence, being generally not quite true and not quite false. It’s critical, for the benefit of all retirement savers, that these questions be asked and that fiduciaries encourage their asking. This is the only way that allows the fiduciary to respond in the second noteworthy way: By using these questions to refute misconceptions and promote good retirement saving decision-making.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/17/17
Government gangsters, boxers, and fee mongers.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/7/17
Is there really a retirement crisis? A fiduciary can of worms? And what’s a reasonable fee?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/2/17
Retirement policy conflicts, shifting sands of fiduciary, and turning the screw on MPT.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/26/17
Compliance craziness, Fiduciary Rule rising, and tossing MPT (and Indexing, too?).
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/12/17
States don’t run, fee scruples, and Bogle’s Bombshell.
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