Real ChatGPT answer · index seedxN6VfCHD3PocompleteFinance and banking · retirement accountsinformational
What are the current IRS guidelines regarding fiduciary responsibilities when managing multi broker portfolios for a small business retirement plan
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
What are the current IRS guidelines regarding fiduciary responsibilities when managing multi broker portfolios for a small business retirement plan
3 real searches · 1 real-search pass
2026 IRS DOL ERISA fiduciary responsibilities multiple investment managers brokerage accounts retirement plans official guidanceGoogle ↗
OBSERVEDReason
DOL ERISA fiduciary duties selecting monitoring service providers investment managers section 3(38) 3(21) official guidanceGoogle ↗
OBSERVEDReason
IRS retirement plan fiduciary responsibilities plan investments prohibited transactions reporting compliance officialGoogle ↗
OBSERVEDReason
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
ChatGPT real searches (3)
Classes come from the query-classifier (a local Laya model). 3 of 3 calls are low-confidence (under 50%) — hover a query in the table to see its confidence.
Searches and sources
ChatGPT3 real searches · gpt-6
2026 IRS DOL ERISA fiduciary responsibilities multiple investment managers brokerage accounts retirement plans official guidance Google ↗
DOL ERISA fiduciary duties selecting monitoring service providers investment managers section 3(38) 3(21) official guidance Google ↗
IRS retirement plan fiduciary responsibilities plan investments prohibited transactions reporting compliance official Google ↗
- Retirement Responsibilities for Employers - Small Business · dol.gov
- 29 U.S.C. § 1104: Fiduciary duties · uscode.house.gov
- Fiduciary Responsibilities · dol.gov
- elaws · webapps.dol.gov
- Retirement plan fiduciary responsibilities · irs.gov
- Advisory Opinion 2023-01A · dol.gov
- elaws · webapps.dol.gov
- Retirement plan investments FAQs · irs.gov
- Working With Retirement Service Providers - Small Business · dol.gov
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
2026 IRS DOL ERISA fiduciary responsibilities multiple investment managers brokerage accounts retirement plans official guidance OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 | |
DOL ERISA fiduciary duties selecting monitoring service providers investment managers section 3(38) 3(21) official guidance OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 | |
IRS retirement plan fiduciary responsibilities plan investments prohibited transactions reporting compliance official OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 |