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The 9 Most Common Mistakes People make within 5 years of Retirement

One of the greatest challenges for plan sponsors and all fiduciaries is to help retirement savers avoid these nine mistakes. The post The 9 Most Common Mistakes People make within 5 years of Retirement appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story..

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#"kris sage"#"kristopher sage"#"ryan clark"#Education #fiduciary

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/3/16

Fiduciary suit, a fee Gotcha! and an indexing Oops! The post FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/3/16 appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story..

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401k Fiduciary Concern: Financial Literacy and the Savings/Investing Dichotomy

It turns out it’s not a question of “either/or” but more of the interconnectedness of “Yin/Yang.” The post 401k Fiduciary Concern: Financial Literacy and the Savings/Investing Dichotomy appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story..

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/27/16

A Multi-Pronged Fiduciary Attack, “Small” no longer “safe,” and grappling with the inevitable. The post FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/27/16 appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story..

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Bogle: “New Fiduciary Rule is Just the Beginning”

We hold these fiduciaries to be self-evident… This is not the beginning of the end, it is the end of the beginning..

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#"kris sage"#"kristopher sage"#"ryan clark"#Compliance #DOL #fiduciary #Fiduciary Rule #Fiduciary Standard #Jim Patrick #John Bogle #Knut Rostad #Michael Zeuner #SEC #Tamar Frankel

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/16

Is it the end of the fiduciary era? Does fuzzy math hurt retirement savers? Does risk trump age? The post FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/16 appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story..

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Exclusive Interview with Terrance Power: 401k MEPs Reduce Downside Risk for Company Execs

“There is no upside for an employer doing everything perfectly with their retirement plan. The downside risk, however, can be huge. It’s a risk that just isn’t worth the employer taking.” The post Exclusive Interview with Terrance Power: 401k MEPs Reduce Downside Risk for Company Execs appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story.

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#"kris sage"#"kristopher sage"#"ryan clark"#401k #Advisory Opinion 2012-04A #DOL #fiduciary #Interviews #MEP #retirement #Terrance Power

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/6/16

Compliance how-to, fiduciary confusion, and more investing common sense. The post FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/6/16 appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story..

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DOL Fiduciary Rule’s Conflict-of-Interest Split Personality

The DOL’s new Rule both discourages and permits continued conflicts-of-interest. The post DOL Fiduciary Rule’s Conflict-of-Interest Split Personality appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story..

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#"kris sage"#"kristopher sage"#"ryan clark"#Ben Offit #Charles Field #Conflicts of Interest #DOL #ERISA #fiduciary #Fiduciary Rule #Hugh Berkson #Jason Grantz #Michael Zimmer #Ryan Brown

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/13/16

State-Run Mayhem, Fiduciary Second Thoughts, and Honest Investment Warnings. The post FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/13/16 appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story..

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The Five Killer Concepts that Most Confuse Retirement Savers

Each of these is dripping with overtones from the lessons of behavioral finance. The post The Five Killer Concepts that Most Confuse Retirement Savers appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story..

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/22/16

Regressing to the Retirement Plan Mean, Mapping the Brave New Fiduciary World, and is your Risk out of Date? The post FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/22/16 appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story..

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#"kris sage"#"kristopher sage"#"ryan clark"#401k #Annuity #court ruling #defined benefit #DOL #fiduciary #Fiduciary Rule #illiquid #IRA #IRS #pension #retirement #Social Security #state-run retirement plans #target date fund #Trending Topics

“Excessive” 401k Fees Often in the Eye of the Fund Holder

Absent any objective definition of ‘excessive’ and ‘reasonable,’ does the Conflict-of-Interest Rule have any real meaning, or is it merely another potentially lucrative cash-flow stream for class action attorneys courtesy of your friendly neighborhood government regulator? The post “Excessive” 401k Fees Often in the Eye of the Fund Holder appeared first on FiduciaryNews. Visit the Fiduciary News…

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#"kris sage"#"kristopher sage"#"ryan clark"#Alexander Parker #Cynthia Meyer #DOL 401k #ERISA #excessive #Fees #fiduciary #Fiduciary Rule #Ilene Davis #IRA #Kort McCulley #reasonable #Scott Carty #Travis Smith

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/22/16

Policy Insanity, Now the Real Fiduciary Questions, and Back to Investing Basics The post FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/22/16 appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story..

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Exclusive Interview with Knut Rostad: DOL’s Fiduciary Rule Grandfather Clause Does Not Protect Investors

He says it doesn’t pass the basic smell test, and that’s just warming up… The post Exclusive Interview with Knut Rostad: DOL’s Fiduciary Rule Grandfather Clause Does Not Protect Investors appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story.

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#"kris sage"#"kristopher sage"#"ryan clark"#Conflict of Interest Rule #DOL #fiduciary #Fiduciary Rule #Interviews #Knut Rostad

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/15/16

Welcome to FiduciaryNews.com Trending Topics. Each Monday, we’ll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the The post FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/15/16 appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story.

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New Fiduciary Rule: What the DOL Got Right, Came Close on, and Missed Entirely

Any regulation that exceeds 1,000 pages is bound to have something good, something not-quite-good-enough, and something not-so-good. The post New Fiduciary Rule: What the DOL Got Right, Came Close on, and Missed Entirely appeared first on FiduciaryNews. Visit the Fiduciary News website for the complete story..

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