Professor Leeâs research exposes two myths that make it critical for 401k plan sponsors to fully vet all the relevant research as part of their standard due diligence process.
Right now, disclosure is often a boiler-plate after thought, printed in fine-print legalese, not the sort of alarm-bell regulators assume it to be. If a fiduciary knowingly relies on this false siren, what are the risks?
You won’t believe some of the articles that appeared this week – and supposedly high end publications!
Bond investing is not for the faint-hearted. Because of the myriad ways one can use â and misuse â bonds, buying them represents one of the most important caveat emptor scenarios in the world of investing.
Would there still be a “Modern Portfolio Theory” if the volatility of bonds today existed 50 years ago?
What does the Fiduciary Standard, upside down mutual fund conventional wisdom and dullard annuities all have in common?
The two conducted simulations and discovered they can fully explain the Equity Premium Puzzle if investors look at their portfolios on an annual basis. Hereâs how it works.
Why define bonds? A literary technique known as âforeshadowingâ is when the author mentions a seemingly innocuous, indeed, if not out-of-place, fact that will have a major bearing in some future event in the plot.
Again, it comes down to a question of needs, costs and personal preferences. Whatâs more important: Avoiding bankruptcy and sharing control or increasing long-term profits and retaining control?
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/22/10
Just as we get the fallout from the new DOL fee disclosure rule, the DOL hits 401k Plan Sponsors with another whammy – a new definition of Fiduciary.