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matt@erisa-fiduciary.com

503.380.3822

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Links to Helpful Resources


http://www.401khelpcenter.com

http://www.brightscope.com/fiduciary-training/

http://www.fiduciaryethos.com

http://www.brightscope.com

http://www.pensionsthatwork.com

http://www.save-america.net/

 

 

Become a Professional Fiduciary

Want to become a professional Independent Fiduciary? Join us for the NYC or Boise 2010 Independent Fiduciary Symposia. Learn more.

Links to Papers and Articles

Principles of the Independent Fiduciary

Supreme Court Amici Brief on 401(k) Pricing

Unscrambling Fiduciary Confusion

The Fiduciary Basics

The Independent Fiduciary Experience

An Introduction to Independent Fiduciary

The Value of an Independent Fiduciary

Statement to Ways and Means Committee October 1, 2009

Statement to Congress February 24, 2009

Statement to Congress March 6, 2007

Verbal remarks to Congress March 6, 2007

Uncovering Hidden Fees in 401(k) Plans

404(c) - A Worm in your 401(k) Apple

A New Look at Fiduciary Responsibility

The Ethics of Disclosure

A Letter to America

Department of Labor Testimony, March 31, 2008

Part 1 - Conversation with a Fiduciary

Part 2 - Conversation with a Fiduciary

An Interview with Fi360

An Interview with Rick Meigs of 401khelpcenter.com

An Interview with Interlake Capital Management

 

 

 

 

 
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