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Education
Whether you’re a fiduciary responsible for keeping up to date or one who wants to provide education to beneficiaries, this section provides easy to understand instruction and ideas to accomplish your task.
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.
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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.
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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.
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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.
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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.
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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.
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How Many Investment Options Should 401k Plan Sponsors Offer?
A better question: Why don’t enough 401k plan sponsors ask this important fiduciary question?
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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.
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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.
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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?
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