Favorite Articles:
Comperio Fiduciary Update, by James R. Sotell, AIF ®
The Critical Difference Between a Stockbroker & Registered Investment Advisor, by W. Scott Simon
Fiduciary Corner, April 2009, by James R. Sotell, AIF ®
Fiduciary Corner, October 2008, by James R. Sotell, AIF ®
Fiduciary Duty to Ask for Help, by Fred Reish, Esq.
Fiduciary Investment Issues, by Joseph L. Paller, Jr.
401(k) Plans: A 25-Year Retrospective, by Investment Company Institute
Favorite Links:
Department of Labor Fiduciary Education Campaign
Department of Labor ERISA Fiduciary Advisor
SEC Investment Adviser Public Disclosure
SEC Staff Report Concerning Examination of Pension Consultants
Wharton's Pension
Research Council
Center for Retirement Research at Boston College
403(b) Resources at AICPA (American Institute of CPA's)
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