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What Every Plan Sponsor Must Know About Bonds – Before They Crash!

Why define bonds? A literary technique known as “foreshadowing” 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.

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7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 3rd Deadly Sin – “Bond Insecurity”

Again, it comes down to a question of needs, costs and personal preferences. What’s more important: Avoiding bankruptcy and sharing control or increasing long-term profits and retaining control?

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401k Plan Sponsor & Participant Primer – The Risk-Return Tradeoff

Whether or not you agree with the evolution of Modern Portfolio Theory, you cannot deny the “risk-return trade-off” has become the common sense soundbite of the century for the world of investors.

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10 Useful Web-Sites for 401k Plan Sponsors & Any ERISA Fiduciary

A handful of web-sites have sprung up offering useful information geared specifically to 401k plan sponsors and fiduciaries. These 10 past our test as the best.

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4 Liability Reducing Strategies for Today’s 401k Plan Sponsor (Part II)

These three issues linger like a ticking time bomb. They’re out there. They’re going to go off at some point. We just don’t know when. Plan fiduciaries need to get ready for them.

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Will 401k World Change by Fall? 3 Pressing Regulatory Issues 401k Plan Sponsors Need to Know Right Now (Part I of II)

These next three months may prove a watershed for 401k plan sponsors as new rules will dramatically alter how 401k plan sponsors manage their companies’ retirement plans.

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Is the Fiduciary Standard Enough? 3 Critical Fiduciary Duties Every ERISA Plan Sponsor Must Know

Will Congress, the SEC and the DOL upgrade the current fiduciary standard to the trust model used by bank trust departments so successfully for more than a century?

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2008 Market Meltdown: Are We Headed for a Repeat?

At one point within two days of a total meltdown, our financial markets appear to have recovered. Can we now say with certainty what went wrong? Will misguided “solutions” only place our markets are risk once more?

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CITs in 401ks: The Good, the Bad and the Ugly

As usual, be careful about elixirs marketed as cure-alls. Personally involved in creating CITs in the early 1990s specifically to market to 401k plans, I’ll share my experiences with you here.

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Inside the Numbers: Why Every 401k Fiduciary Must Read This Report

Brightscope Co-Founder Mike Alfred reveals a piece of good news for small 401k plans and makes a surprising comment on just how important a plan’s investment menu really is – or isn’t.

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