FiduciaryNews

What do you think of our site upgrade?
Hosting an industry conference? Ask us about including it in this ticker?

Education

Avoiding Decision Paralysis: How to Create the Ideal 401k Plan Option Menu

Life may or may not be a box of chocolates, but what we learn from that box can help plan sponsors and the typical ERISA fiduciary build a better 401k plan.

4 comments Read Full Article

Professional Advisors Sound Off on Ideal Number of 401k Plan Options

There’s a surprising consensus among financial professionals regarding how many options a 401k plan menu should offer – and it may surprise to discover what it is.

0 comment Read Full Article

How Plan Sponsors Can Help 401k Investors Avoid Overdiversification

Two easy actions to take right now to give 401k investors a better chance to achieve their retirement goals.

1 comment Read Full Article

Why Overdiversification Matters to the ERISA Fiduciary

A lurking liability within the bowels of the DOL safe harbor provision, prudence demands 401k plan sponsors cannot overlook this Deadly Sin.

1 comment Read Full Article

A Trip Down Memory Lane – Revisiting Portfolio Optimization

It took finance professors more than half a century to conclude what a 1956 Elvis chart-topper told us in 2 minutes and 33 seconds.

0 comment Read Full Article

7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 4th Deadly Sin – Overdiversification

You won’t find it in the dictionary but you’re likely to find it in every 401k plan.

1 comment Read Full Article

How Many Investment Options Should 401k Plan Sponsors Offer?

A better question: Why don’t enough 401k plan sponsors ask this important fiduciary question?

8 comments Read Full Article

Tips 401k Plan Sponsors Can Use to Help Employees Avoid Risk Aversion

Sign, sign, everywhere a sign. Here’s a study showing why segregation is a bad thing even when it comes to portfolio reporting.

2 comments Read Full Article

Risk and the 401k Investor: How Plan Sponsors Can Avoid Misleading Employees

Here are three easy practices a 401k plan fiduciary can implement to avoid one of the common investing mistakes identified by researchers in the field of behavioral finance.

0 comment Read Full Article

Why Risk Doesn’t Matter to the ERISA Fiduciary

First the bad news: The client isn’t always right. Now the worse news: If you listen to the client you’ve just bitten off a chunk of fiduciary liability. How did you get in this mess in the first place?

3 comments Read Full Article

FiduciaryNews.com is sponsored by…

Vote in our Poll

Disclaimer

The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.