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How Anchoring Hurts 401k Retirement Savers

    How Anchoring Hurts 401k Retirement Savers

With the introduction of the concept of anchoring, Tversky and Kahneman opened the door to a new way of thinking about and addressing the financial decision-making process. For more than four decades, subsequent research has expanded upon their idea. Yet, plan sponsors and participants continue to remain uninformed of the dangers of anchoring.

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5 Reasons Why It’s Better to Benchmark Based on Personalized GOT Return Requirement Instead of Any Particular Market Return

    5 Reasons Why It’s Better to Benchmark Based on Personalized GOT Return Requirement Instead of Any Particular Market Return

All the preceding reasons logically lead to this one undeniable truth: You either meet your goal or you don’t. All other methods of measurement, all other forms of calculations, all other arbitrary comparisons fail to stand up to this simple, common-sense, metric.

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Education

How Anchoring Hurts 401k Retirement Savers

    How Anchoring Hurts 401k Retirement Savers

With the introduction of the concept of anchoring, Tversky and Kahneman opened the door to a new way of thinking about and addressing the financial decision-making process. For more than four decades, subsequent research has expanded upon their idea. Yet, plan sponsors and participants continue to remain uninformed of the dangers of anchoring.

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Due Diligence

4 Specific Examples When “Socially Responsible” Investing Does Not Breach One’s Fiduciary Duty

    4 Specific Examples When “Socially Responsible” Investing Does Not Breach One’s Fiduciary Duty

So-called “socially responsible” investing is not automatically incompatible with abiding by one’s fiduciary duty, however, the cases where it is acceptable are narrowly defined.

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What a Fiduciary Should Know: Down and Dirty with “Clean” Shares

    What a Fiduciary Should Know: Down and Dirty with “Clean” Shares

It will be important for 401k plan sponsors to get down and dirty when it comes to understanding the fiduciary liability implications of “clean” shares and their equivalent. Furthermore, since the most successful class action suits have involved different share classes of the same fund, you can be sure the introduction of “clean” shares will catch the eyes of your not-so-friendly neighborhood class action attorney.

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What if the DOL Wrote the Rules of Golf?

    What if the DOL Wrote the Rules of Golf?

Don Trone offers an amusing take on a current issue of interest.

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