The U.S. Department of Labor, Employee Benefits Securities Administration, Meeting Your Fiduciary Responsibilities (2017.9)
Tess J. Ferrera, ERISA Fiduciary Answer Book, Sixth Edition (2010)
TPR(The Pension Regulator), Example breaches of the law and the traffic light framework, (2015.1)
Sutherland Asbill & Brennan LLP, The Final Rule: DOL’s Expanded Definition of Investment Advice Fiduciary Under ERISA and Revised Complex of Exemptions-Analysis and Critical Issues, (2016.4)
Susan P. Serota, Christine L. Richardson, Colleen E. Lamarre, Danielle Bradley, The Future of the ERISA Fiduciary Rule , 1-2 (2018.4)
Susan P. Serota, 404(c) and other issues, (2008.8)
SEC(Securities Exchange Commission), Proposed Commission Interpretation Regarding Standard of Conduct for Investment Advisers; Request for Comment on Enhancing Investment Adviser Regulation, Release No. IA-4889 (2018.4)
OECD(Organization for Economic Cooperation and Development), Pensions at a Glance: Public Policies across OECD, (2005.3)
OECD(Organization for Economic Cooperation and Development), OECD Guidelines for Pension Fund Governance (2009.6)
Matthew Conaglen, Fiduciary Loyalty Protecting the Due Performance of Non-Fiduciary Duties, (2010)
Law Commission, Fiduciary Duties of Investment Intermediaries, Consultation Paper No.215 (2014.2)
Jonathan Bull, Understanding pension trustee liability insurance , as an article in the ‘Pension Age’ magazine (2013.2)
John J. Topoleski & Gary Shorter, Department of Labor’s 2016 Fiduciary Rule: Background and Issues, Congressional Research Service (2017.7)
IOPS(International Organisation of Pension Supervisors), IOPS Principles of Private Pension Supervision, (2010.11)
GAO(Government Accountability Office), 401(K) PLANS Labor and IRS Could Improve the Rollover Process for Participants, (2013.3)
GAO(Government Accountability Office), 401(K) PLANS Increased Educational Outreach and Broader Oversight May Help Reduce Plan Fees, (2012.4)
Eugene P. Schulstad, ERISA Disclosure Decisions : A Pyrrhic Victory for Disclosure Advocates, Indiana Law Review Vol.34:501 (2001)
CEA(Council of Economic Advisers), Effects of Conflicted Investment Advice on Retirement Savings, (2015.2)
Anna Tilba, Stewardship and Fiduciary Duty: The Spectrum of Pension Fund Engagement, the manuscript paper presented at the British Academy of Management conference (9-11 September, 2014)
Andrew S Gold & Paul B Miller, Philosophical Foundations of Fiduciary Law, (2014)