Evaluating Pension Consultants & Advisors
CFA Institute
What Every Investor Should Know
CFDD
Evaluating ERISA Plan Advisors
Charles Schwab Institutional
Investing In More Objective Advice: A Guide to Working With an Independent Registered Investment Advisor
Fi360
Self-Assessment of Fiduciary Excellence
Fred Reish & Joe Faucher
The Fiduciary Duty to Ask for Help
GAO
Conflicts of Interests Can Affect DB & DC Plans (3/09)
Fulfilling Fiduciary Obligations Can Present Challenges (7/08)
Increased Reliance On 401(k)s Calls for Better Fee Information (3/07)
Multnomah Group, Inc.
ERISA Fiduciary Responsibility: Fiduciary Reliance on Registered Investment Advisors
NAFPA
Comprehensive Financial Planning Diagnostic
Comprehensive Financial Planning Checklist
Pete Swisher
Solving an Employer’s Fiduciary Dilemma: Liability, Discretion & The Role of the Qualified Plan Advisor
PWBA Advisory Council Working Group
Questions A Fiduciary Should Ask
SEC
Examinations of Select Pension Consultants
Investment Advisors: What You Need to Know Before Choosing One
U.S. Department of Labor
Meeting Your Fiduciary Responsibilities (10/08)
A Look at 401(k) Plan Fees (9/06)
Selecting & Monitoring Pension Consultants: Tips for Plan Fiduciaries (5/05)
