Payments to Investment Consultant Questionnaire
What is a Fiduciary
Uniform Code of
Fiduciary Conduct
SEC Report
May 2005
DOL Report
May 2005
DOL Tips for
Plan Sponsors
CalPERS Consultant Conflict Protocol
Show Me The Money Consultant questionnaire

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For years, a few bad seeds in the pension consulting industry have been lining their pockets at the expense of the plans they serve and in breech of their fiduciary obligations to the plan and the trustees.

Finally, the regulatory agencies are beginning to shine a light into this dark corner of the industry. But trustees and their attorneys cannot sit idly by and wait for someone else to wave a magic wand and clean up the misdeeds. It is the duty of each trustee of every plan to educate themselves and make the appropriate inquiries to determine if their plans have suffered, and make appropriate changes to remedy any shortcomings.

The purpose of this website is not to point fingers or throw stones. This site is intended to serve as a resource for trustees, directors, plan sponsors and other fiduciaries to assist them in understanding the issues.

Please direct any suggestions or comments to celeste@bogdahnconsulting.com.