The ERISA Fiduciary Advisor provides information and answers to a variety of questions about who is a fiduciary and their responsibilities under the Employee Retirement Income Security Act (ERISA). This Advisor was developed by the Employee Benefits Security Administration (EBSA) in its continuing effort to increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan. ERISA is a Federal law that sets standards of conduct for those who manage a private-sector retirement plan and its assets.
The ERISA Fiduciary Advisor is one of a series of elaws (Employment Laws Assistance for Workers and Small Businesses) Advisors developed by the U.S. Department of Labor (DOL) to help employers and employees understand their rights and responsibilities under Federal employment laws. To view the entire list of elaws Advisors please visit the elaws website. To learn more about DOL's efforts to ensure the security of the retirement, health and other workplace-related benefits of America's workers and their families, visit the Employee Benefits Security Administration (EBSA) website.
Morningstar Fiduciary Focus is a monthly article written by Scott Simon of Prudent Investment Advisors.
As a result of publication of his book, The Prudent Investor Act: A Guide to Understanding, Morningstar asked Scott to write what has become a highly successful series of monthly columns on fiduciary investment issues. Each month in Fiduciary Focus, he shares his knowledge and experience with hundreds of thousands of readers to help enhance understanding of the investment duties required of all prudent fiduciaries.
As a result of publication of his book, The Prudent Investor Act: A Guide to Understanding, Morningstar asked Scott to write what has become a highly successful series of monthly columns on fiduciary investment issues. Each month in Fiduciary Focus, he shares his knowledge and experience with hundreds of thousands of readers to help enhance understanding of the investment duties required of all prudent fiduciaries.
planadviser is a leading industry resource for financial professionals committed to the retirement industry. The website provides tremendous resources across a number of important topics including Investing, Research, Selling, Products and Compliance.
fi360 helps its clients gather, grow, and protect assets through better investment and business decision-making. Since 1999, fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® designation programs, the fi360 Toolkit™ software, and fi360 Fiduciary Score®.
FiduciaryNews.com provides
essential information, blunt commentary and practical examples for the
ERISA/401k fiduciary, the individual trustee and the professional
fiduciary. We do this through our own web-site (which you are looking
at), our Twitter account (which provides direct links to fiduciary
articles from other news organizations) and our LinkedIn Group (which
offers a place for extended discussion in a wholly professional environment). Chris Carosa, a well-respected speaker, author, investor and entrepreneur with more 25 years of experience in the trust and
investment industry, serves as chief contributor.
ASPPA, and its three sister organizations — ACOPA, NTSA and NAPA — make up the premier national organization for retirement plan professionals in the industry. Based
in the Washington, D.C. area, ASPPA is a non-profit professional
organization with two major goals: to educate all retirement-plan and
benefits professionals, and to create a framework of policy that gives
every working American the ability to have a comfortable retirement.